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Santa Monica Top Rated 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.   

SPEAK TO SANTA MONICA'S TOP RATED FINANCIAL ADVISOR

If you are about to make a big decision and want to make sure you're making the right one, you may want to work with a financial advisor. The right financial advisor can help you make the right choices to make your financial future more secure. For instance, a couple who is expecting a baby may seek advice on safe investments to invest in. Other people may look for a professional to help them invest in a safe mutual fund.

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A financial advisor can help you with all aspects of your financial life. Whether you are implementing a budget, paying off debt, or planning for retirement, an advisor can help you reach your goals. Financial advisors can also work with other professionals such as tax and legal advisors to minimize taxes and incorporate estate goals. They can even help you plan for your future healthcare needs. A financial advisor can help you make the right investment decisions based on your unique situation.

PLAN FOR YOUR FINANCIAL FUTURE

A good financial advisor must possess strong communication and interpersonal skills. They must know how to convey complex information to different people. This is especially important in today's world where financial advice is needed almost immediately. A good advisor must be able to maintain and improve their communication skills to remain relevant in the industry. By having great interpersonal and communication skills, they’ll be able to build a strong relationship with their clients, better understand them, and help them grow and move towards their financial goals.

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At Empress Investment Group, we dedicate ourselves to creating a strong relationship with all our clients. We take a proactive approach on keeping clients informed on their portfolio and ensuring that we help build, manage, and grow their wealth. Contact us today to book your free consultation!

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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. 

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Empress Investment Group is not affiliated with Meta/Facebook.

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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