Empirical, headquartered in Seattle, WA works with and services clients with a commitment to excellence in investment + tax + financial advisory services.  Empirical has offices in Seattle, Bellevue, Spokane, Portland, San Francisco, Los Gatos and Irvine and services clients all over the country. 

Empirical provides financial guidance to high net worth individuals, families, non-profit organizations and company retirement plans. Our goal is to take the accumulated wisdom of the past several decades of academic research, years of hands-on experience, and advanced education to help investors grow and protect their wealth.

Our mission is to provide you with the most effective, unbiased investment and financial planning advice available. Rather than just being another Financial Advisor, Empirical strives to be a Personal Financial Advocate, working to help our clients make consistently smart financial choices. We accomplish this by weighing each financial decision within the context of an overall customized financial plan. 

This strategy is simple, yet profound for our clients: the greater the number of prudent financial choices our clients make, the more quickly clients will get to where they want to be. Empirical strives to do all that we can to help capitalize and realize those very possibilities.

Investment Management

Professional Services

Empirical Wealth Management

Empirical Wealth Management's headquarters in Seattle, WA, United States

Kenneth Smith

Shan Zubair Cfp®

Jaime White

Erik Lehr Cfa, Caia

Joe Mercado

Justin Buller Iaccp®

Operations and Compliance

Leadership Team

Empirical Wealth Management

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Teams

Investment Management

Operations and Compliance

Leadership Team

Offices

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