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Preparation is the Key to Retirement
At empiriKal partners, we have the client—and only the client—in mind.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that is designed and tailored to your individual situation.
It’s not just about your money, it’s about you. We understand how complex your life and financial situation can be, and we’re here to help. Whether you’re early in your career, looking for investment ideas, nearing retirement, in retirement, had a life-altering event, or just need a financial plan, empiriKal partners can help you get the right information so that you can make the best decisions for your financial future.
From managing debt to saving for college or a home, personal financial challenges can be overwhelming. We are committed to using all of the resources at our disposal to help you pursue your goals. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
We live by a strict commitment to client primacy and an unwavering mandate that the purpose of a for-profit corporation is to maximize longterm value to investors and shareholders.
Studies have shown that the use of ESG —environmental, social and governance— criteria to inform the allocation of client capital isn’t profitable.1 Shareholder capitalism has outperformed stakeholder capitalism by over 3% annually for the past 35+ years.2
Despite this fact, many fund managers have shifted away from prioritizing the shareholders they serve and used their clients’ capital to advance other stakeholders’ interests. We view this as a major fiduciary breach.
Our sole obligation is to the financial interests of our clients. We unapologetically prioritize our clients over other stakeholders.
1. Bhagat, S. (2022, March 31). An inconvenient truth about ESG Investing. Harvard Business Review. https://hbr.org/2022/03/an-inconvenient-truth-about-esg-investing2. Bloomberg 2023. Based on daily total returns of S&P 500 Index versus STOXX Europe 600 Index from 12/31/1986 through 3/31/2023. One cannot invest directly in an index.
Our business is built on a foundation of faith, liberty, human action and free market capitalism.