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Santa Monica
Female Financial Advisor

Feel clear & confident about your financial future
Using our 4-Step Prosperity Planning Process, we help women plan for their future, preserve wealth, and protect their legacy.   

PLAN YOUR INVESTMENTS WITH OUR FEMALE FINANCIAL ADVISOR

If you're looking for a female financial advisor, you've come to the right place. Empress Investment Group specializes in helping women reach their financial goals. We provide women with the resources and confidence needed to make sound financial decisions. Women tend to look for a female financial advisor for several reasons. Many of them prioritize stability over the thrill of a risky investment. They also value relationship-driven conversations with their financial advisors.

 

While men have their advantages, women tend to prioritize traits over benefits. And while there is no one-size-fits-all financial plan, women may find it easier to trust a female advisor because of her gender. Additionally, women have different priorities, needs, and conversation styles. While men are likely to get sucked into numbers and charts, most women are more concerned about achieving their financial goals than big returns. They value knowledge and a personalized approach from their financial advisor. A female financial advisor must be patient and understand their investment style. Women also tend to make different financial decisions, so they don't like to get stuck in a rut.

CONSULT OUR FEMALE FINANCIAL ADVISOR TODAY

According to the study, most married couples should have a conversation with a financial advisor together. However, nearly half of married couples don't, and women tend to overestimate their husbands' leadership role in their financial decisions. Women are also more likely than men to leave investment decisions to their spouses.

 

Our female financial advisor at Empress Investment Group has decades of experience helping families achieve their financial goals by planning a strategic roadmap for their future investments. We take a proactive approach by anticipating and addressing any financial concerns before they even occur. Additionally, we provide financial education to clients who are interested in learning more about tax planning, retirement, and more. Contact us for more information!

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EMPRESS INVESTMENT GROUP

Phone: 310-450-2904  |  Fax: 310-450-2905  |  Email: info@empressig.com

321 N. Larchmont Blvd. Suite 800, Los Angeles CA 90004

Meagan Phelps is a registered representative of and offering securities and advisory services through Madison Avenue Securities, LLC., a Registered Investment Advisor, member FINRA & SIPC. Madison Avenue Securities, LLC is not affiliated with Empress Investment Group. Meagan is licensed to solicit and sell securities in Arizona, California, Florida, Idaho, Indiana, Kansas, Maine, Missouri, Nevada, New York, Oklahoma, and Washington. Meagan is also licensed to solicit and sell advisory services in Arizona, California, Florida, Indiana, Kansas, Missouri, New York, and Washington. Madison Avenue Securities, LLC and Empress Investment Group do not offer tax, legal, or accounting advice. Please seek the counsel of a tax, legal, or accounting professional for your specific needs. 

The Forbes rankings of America’s Top Financial Security Professionals, developed by SHOOK Research, is based on an algorithm of qualitative criterion. This is an unpaid acknowledgment. Forbes, SHOOK Research, and MAS are unaffiliated entities. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of our firm is stated or implied. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Meagan Phelps is stated or implied.

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