Using our 5-Step Prosperity Planning Process, we help women plan for their future, preserve wealth, and protect their legacy.
TOP RANKED LOS ANGELES FINANCIAL PLANNING FIRM
MEAGAN PHELPS, CEO & FOUNDER
CERTIFIED FINANCIAL PLANNER®
Recognized by Forbes as one of the Top Financial Advisors in California for 5 consecutive years, Empress Investment Group is proud to be among the leading women-focused wealth management firms in Los Angeles.
At Empress Investment Group, we provide personalized, fiduciary financial planning and wealth management services with a proactive approach—helping women and families stay on track toward a secure retirement and long-term financial success.
Our founder, Meagan Phelps, a CERTIFIED FINANCIAL PLANNER® professional, was inspired by her mother’s experience with a female advisor and has spent over 15 years helping women 40+ gain financial clarity and confidence. With deep expertise in retirement planning, investment management, tax strategies, and estate planning, Meagan leads with a philosophy of consistency, smart risk management, and long-term vision.
Based in Los Angeles, Meagan lives with her husband Todd and their three children. Outside of work, she enjoys family time, interior design, photography, and traveling—having explored over 50 countries with plans to see more.
As a firm, Empress Investment Group is passionate about giving back. We proudly support organizations that empower women and participate annually in breast cancer awareness walks, reinforcing our mission to help women build, protect, and preserve wealth with purpose.
