When you work with Empyrion Wealth Management™ you benefit not only from our experience and expertise, but also from a broad range of resources provided by our elite network of financial institutions and seasoned professionals. This team of experts is leveraged at every step as appropriate to help you achieve your financial goals.
DIMENSIONAL FUND ADVISORS
Empyrion Wealth Management™ is proud to offer value-added institutional strategies exclusively through Dimensional Fund Advisors. Dimensional applies research from its numerous affiliations with leading academics to the practical world of investing, enabling clients to implement structured strategies that are at the leading edge of financial markets research and that are not readily available to the retail investor.
WEALTH MANAGEMENT COUNCIL
Kim Foss-Erickson’s membership in this highly select network of elite financial advisors ensures that Empyrion is ever up-to-date on the best practices of the top advisors around the country.
CEG WORLDWIDE
Our partnership with this elite consulting firm to the financial services industry keeps Empyrion on the leading edge of today’s most effective client communication and relationship-building methods.
SCHWAB ADVISOR NETWORK
As one of the first members of this hand-selected network of independent financial advisors, Empyrion is able to connect directly with prospective clients whose highly specific needs require our level of expertise.
LEGAL AND CPA PARTNERS
We have developed a hand-selected professional services network in order to derive integrated solutions across a wide array of wealth management needs. Through our professional partners, we are able to offer comprehensive estate planning, tax strategies and accounting services. Current partners include Benn & Leman, Certified Public Accountants and Consultants, Inc., Phillip Gibbons, estate and tax attorney, and Granite Bay Holdings, LLC, a real estate development firm. We also work with CPA and legal partners who have longstanding, time-tested relationships with our clients.
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