Empirical Wealth Management

At Empirical Financial Services, we believe that navigating complex financial decisions requires a comprehensive approach. That's why we offer a range of services designed to integrate and prioritize all areas of your financial life. From tailored investment management to retirement planning, tax planning, and executive compensation, our team of experts is dedicated to helping you achieve your goals. With over $6.2 billion in assets under management and a presence in 38 states, we've built a reputation for delivering proactive, coordinated strategies that bring peace of mind and confidence to our clients.

Our Team

Our team of professionals includes experienced financial advisors like Alex Bartos, CFA, CFP, who has been in the investment industry since 2007, and Alex Medin, CFP, with nearly a decade of experience in the SF Bay Area and Southern California. Each member of our team is committed to staying up-to-date with the latest financial trends and best practices, ensuring that you receive the most informed advice available.

What We Think

At Empirical Financial Services, we understand that financial planning is not just about investments; it's about understanding your unique goals, risk tolerance, and values. That's why we take a holistic approach, considering all aspects of your financial situation to create a customized plan that aligns with your aspirations. We believe that this coordinated approach is essential for building and protecting your wealth over time.

Community

We're proud to be part of the community, with a strong presence in various regions across the United States. Our commitment to community involvement includes supporting initiatives that promote financial literacy and education. We believe that everyone deserves access to informed financial guidance, and we're dedicated to making a positive impact in the communities we serve.

Services

Our services are designed to address every stage of your financial journey, from tailored investment management to retirement planning, tax planning, executive compensation, and business owner solutions. Whether you're looking to navigate life transitions, plan for retirement, or manage your investments, we have the expertise and resources to help you achieve your objectives.

Resources

We offer a wide range of resources to support your financial journey, including news and insights, investor education, and access to our client portal. Our goal is to provide you with the information and tools you need to make informed decisions about your financial future.