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Company Overview
Who We Are
Strategic Alliances
Profile of Kim Foss-Erickson
Our Staff
Press Releases
Investment Process
Print Out Brochure
Refer Us

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Kim Foss-Erickson is the president and founder of Empyrion Wealth Management™. She has more than 24 years of experience helping people achieve their financial goals, with 18 of those years at the helm of Empyrion.

Beginning her career with Merrill Lynch as the youngest female account executive at that time, she quickly distinguished herself, rising to become the second broker in an office of 28. Despite her success, the commission-driven environment of a large stockbroker whose focus was on selling proprietary investment products soon convinced her to found her own firm.

Committed to devoting her entire attention to helping clients make smart financial decisions and avoid costly mistakes, she founded E & A Investment Advisory in 1989. In order to reflect the firm’s comprehensive service offering, its name was changed to Empyrion Wealth Management™ in 2004.

Foss-Erickson is now an acknowledged leader in the investment advisory industry, and her work has been recognized time and again. For the sixth time, Empyrion Wealth Management™ has been named one of the nation’s Top Wealth Managers by Bloomberg Wealth Manager.

Each year since 1998, Foss-Erickson has been awarded the DALBAR seal, a designation awarded to financial professionals who meet stringent requirements of the Securities and Exchange Commission and receive above-average ratings from their clients for financial results, trust, satisfaction and overall advice quality.

In 1999, Foss-Erickson was the only woman and the youngest person ever to be recognized by California State University, Chico College of Business as one of its Most Outstanding Distinguished Alumni.

Foss-Erickson was chosen to be a key contributor to Secrets of the Wealth Makers: Top Money Managers Reveal Their Investing Wisdom, written by Michael Lane and published by McGraw-Hill in 2000.

She has received certification in many areas. She has held the CERTIFIED FINANCIAL PLANNER (CFP®) accreditation from the Certified Financial Planner Board of Standards since and is a member of the Investment Management Consultants Association (IMCA).

In 2005 Foss-Erickson published two White Papers: The Informed Investor and Beyond the Grief. She also published Suddenly Single in 2006 and Charitable Giving in 2007.


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Copyright © 2008 Empyrion Wealth Management™, All rights reserved.