You are our focus. You know what you want in life. You've always tried to do what's right financially, and now want to continue to build wealth that lasts your lifetime. You don't want to make mistakes or be taken advantage of. You need clarity and confidence that you're on the right path, and that what you've set out to accomplish will happen.
You're worried about paying too much in fees, and don't feel like you have a comprehensive financial plan. No one strategy fits everyone, which is why every client gets specialized attention--from planning, to execution, to follow-up. We take a proactive approach, and develop a strategy to address your financial goals using the most efficient methods possible.
You're worried about paying too much in fees, and don't feel like you have a comprehensive financial plan. No one strategy fits everyone, which is why every client gets specialized attention--from planning, to execution, to follow-up. We take a proactive approach, and develop a strategy to address your financial goals using the most efficient methods possible.
Services
Our comprehensive 4-Step Prosperity Planning Process provides a roadmap while allowing flexibility to address the unique needs of each of our clients. Guided by your goals and values, we will tailor a plan to help you reach your destination.
Our Empress Team consists of experienced CERTIFIED FINANCIAL PLANNER professionals, tax advisors, and financial analysts who work together to bring you the best advice, planning, and client experience as a fee-based, fiduciary firm.Our promise to you is that you'll never feel pressured to make a decision you'll later regret.
Our Empress Team consists of experienced CERTIFIED FINANCIAL PLANNER professionals, tax advisors, and financial analysts who work together to bring you the best advice, planning, and client experience as a fee-based, fiduciary firm.Our promise to you is that you'll never feel pressured to make a decision you'll later regret.
You've worked hard to get where you are, and you deserve a plan that works. Here at Empress Investment Group we believe everyone should have a WRITTEN retirement income plan (not a wish list, calculations verbally conveyed, or scribbled on a piece of paper)! You should feel 100% confident that your financial plan will carry you through your retirement years.
Are you close to retirement and worried market losses may impact your ability to generate a sustainable income? Are you still in the accumulation phase, and comfortable with more risk if that means greater returns over time? The most important question is whether the level of risk in your current portfolio actually matches the level of risk you are comfortable with.
Empress Investment Group believes that education is a vital component to financially empowering our clients. Financial of our clients not only enjoy learning, but also socializing. We host complimentary webinars and seminars in our community, which focus on social security planning, market volatility, tax planning, and more.
At Empress Investment Group, we do NOT charge a fee per meeting. We are a fiduciary fee-based advisory firm. Fee-based advisory services mean that the client is paying an ongoing fee for the management of their accounts. This fee varies depending on the size of the portfolio, the investment allocation, and the type of management.
Reviews (10)
CarolK WeHo
Dec 18, 2021
Report
Your can’t get anyone who cares more about YOU and YOUR FINANCIAL FUTURE than Meagan Phelps. She and her staff at Empress Investment Group are top-notch. Whether you are young and just startIng to save for your future or older and need better investments in order to help your money work and last, or you're nearing retirement and need help figuring out how to have your money last; Empress is the place to go. I have never worked with a financial advisor who knows exactly how to figure out your risk tolerance and make the best choice for YOU. She is absolutely the BEST. Call her today to make an
Mima Siegel
Aug 22, 2021
Report
Laura Wiggins
Aug 19, 2021
Report
Terri Steinfurth
Aug 04, 2021
Report
Positive: Professionalism, Quality, Responsiveness, Value
My experience with these women has been excellent. They are knowledgeable and experienced in the investment world. They evaluate the risk you want to take with your money and they stay in those perimeters. I have been very happy with my investment returns and have referred several friends.
My experience with these women has been excellent. They are knowledgeable and experienced in the investment world. They evaluate the risk you want to take with your money and they stay in those perimeters. I have been very happy with my investment returns and have referred several friends.
Quin Contreras
May 04, 2021
Report
Meghan, Laura and the rest of the Empress team are are awesome! They pay detailed attention to their clients and their finances. They continue to educate their clients by sharing their knowledge and financial expertise. They engage their clients in all decisions affecting their investments. They custom fit their clients financial goals to the needs and wants to the individuals they help. They genuinely care and have their clients best interest at heart.
Cheryl Marlowe
Mar 24, 2021
Report
I have been using Empress Investment Group's services since August 2018, a year after I retired. I have found Meagan to be the utmost professional. She is extremely personable, attentive, knowledgeable and responsive to our needs. Her expertise in investing and the financial markets is second to none. I highly value Meagan's opinion and she has proven to be very instrumental in guiding me and my husband through the financial maze of retirement. I highly recommend her services to anyone retired, or thinking about your retirement years whether it's next week or 20 years from now.
Michael OMalley
Feb 13, 2021
Report
As a long time client of Empress Investment Group, I have experienced very good investment returns and portfolio results following the recommendations of Megan Phelps and her team at Empress. They proactively monitor the performance of the funds in my portfolio and will advise when adjustments are necessary. They have done a good job matching my risk tolerance to portfolio. They communicate with their clients monthly through email assessments of the market.
Empress also reviews my employer retirement funds that they do not manage to ensure my allocations are to performing funds that match my risk
Empress also reviews my employer retirement funds that they do not manage to ensure my allocations are to performing funds that match my risk
Karl Meyer
Sep 08, 2020
Report
I have been working with Meagan Phelps and the Empress Investment Group for nearly 20 years. Meagan and her team are a group of professionals that have guided my personal finances and wealth management strategies with solid advice and insightful guidance regardless of market conditions. Professional, responsive, and very good people. I highly recommend the Empress Investment Group. -KM
Elaine Ewing
Jul 21, 2020
Report
I have been investing with Meagan Phelps at Empress Investments for a year. During that time she has managed to organize my portfolio and make money for the both of us. I always know the fees for her fiduciary service. She makes unbiased recommendations based on my conservative goals and tolerance of loss. She then allow me to make the decision.
I am kept updated on my portfolio on a regular basis, as well as given the option of other services like tax preparation, estate planning, long term life insurance. If I ever have a question someone at the office calls me back immediately to address my
I am kept updated on my portfolio on a regular basis, as well as given the option of other services like tax preparation, estate planning, long term life insurance. If I ever have a question someone at the office calls me back immediately to address my
Gini Sikes
Jun 26, 2020
Report
I was seeking a financial advisor and saw an announcement for a talk at my local library for a financial advisor who specialized in women clients. My best friend had been introduced to an advisor who had really impressed her, and my friend suggested I use this person. I said "Let's go to the library, hear what this person has to say, and then I can meet your recommendation." We get to the library and the woman speaking Meagan, was the same person my friend had liked! Now we're both clients of Meagan. She is an avid listener, answers any and all questions, and besides being excellent at her job
