Empyrion Wealth Management, Inc. Employee Directory

Investment ManagementCalifornia, United States2-10 Employees

Empyrion Wealth Management, Inc. is a small investment management firm based in Roseville, California. It serves family stewards, women in transition, and thriving retirees, helping them make informed decisions through intentional investment strategies and quality client service. The approach centers on aligning strategies with clients' values, ambitions, and objectives, using a five-step planning process to identify goals, build a plan to achieve them, and monitor progress over time. Its investment philosophy draws on the work of Dr. Eugene Fama, applying a science-based methodology with emphasis on research, process, and rigorous testing of data and results to provide an objective basis for recommendations. The firm pursues collaboration with other experts to provide a comprehensive wealth-management approach. In January 2023, Mercer Advisors announced the acquisition of Empyrion Wealth Management, signaling a change in ownership.

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