Empire Financial Group, LLC

Overview

Empire Financial Group, LLC is an independent registered investment adviser organized as an LLC that focuses on wealth management and financial planning for individuals and families. The firm delivers fee-based advisory services that include comprehensive financial planning and discretionary portfolio management for both personal clients and small-business entities. Empire tends to structure client relationships around wealth preservation and income-oriented goals, relying heavily on public mutual funds while supplementing allocations with third-party alternative managers when appropriate. The firm does not identify itself as an active ESG investor and operates with a single-office footprint under individual ownership. Fee arrangements are flexible: Empire charges a percentage of assets under management and also offers hourly and fixed-fee engagements for planning or limited-scope advice. Its advisor activities are centered on individualized planning and portfolio oversight rather than institutional pension consulting or multi-state advisory expansion.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices