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Focus On What Matters Most
Your Family | Your Business | Your Goals

Holistic financial planning for those who value trusted guidance and believe in the power of progress. 

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Don't get stuck at the bottom.

Urban professionals face more financial challenges than ever before. Small changes now can lead to a lifetime of independence.

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It's not always about the money.

Constructing a life strategy that keeps you in control is our goal. With our advisors, we’ll give you the tool to reach your goals.

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Welcome to Empire South Financial

Whether you’ve built your business from the ground up or made it to the top of the corporate ladder, we applaud your success so far. Depending on your stage in life, you may be accumulating a sizeable savings or just starting out on the ground floor. Either way, it’s likely you have questions about your wealth:

“Am I saving enough for retirement?”

“Is it time to scale my business?”

“How can I set my family up for future financial success?”

At Empire South Financial, we serve a select few individuals, families and business owners by addressing their questions, identifying goals and progressing together towards a healthy financial future. We leverage our decades of expertise and dedication to our clients to create an empowering financial planning experience. 

What does working with us look like? Find out now.

Let's Get Started

What Matters Most to You?

Living a fulfilling life depends on 3 things: Faith, family and finances. Focus on the first two. We’ll take care of the rest.

Who We Are

Who We Are

We offer sophisticated financial planning solutions designed to address all aspects of your wealth from now through retirement and beyond.

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Your Team

Your Team

Get to know your team of passionate financial professionals and how we work to address all facets of your financial life.

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Individuals & Families

Individuals & Families

We’ve found that we can bring value to a select few individuals and families who value holistic, ongoing financial guidance.

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Business Owners

Business Owners

At home or in the office, we offer advanced planning solutions for small- to medium-sized businesses and their owners.

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Helpful Content

CURATED ARTICLES, VIDEOS, AND MORE FOR A FINANCIALLY SAVVIER YOU.

Assess Your Life Insurance Needs

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.
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Preparation is the Key to Retirement

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Extended Care: A Patchwork of Possibilities

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?
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Counteracting Capital Gains with Tax-Loss Harvesting

Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
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