Ethical Investment Firm Focuses on Women's Financial Health
FINANCIAL PLANNING FIRM EMPRESS INVESTMENT GROUP helps clients achieve clarity and confidence about their future by focusing on retirement planning, investment strategies, tax efficiency, healthcare & legacy planning. Meagan Phelps, founder & CEO of Empress learned at a young age, through her parents’ divorce, about the economic vulnerabilities women face. She’s passionate about guiding clients to better manage their money, plan, build and preserve wealth by making the right financial decisions.
Empress uses a 4-step Prosperity Path Process™ to educate, organize, track and achieve financial success. Client accounts and investment strategies are monitored by CERTIFIED FINANCIAL PLANNER™ professionals and fiduciaries to meet the highest ethical standards of care, always placing clients’ interests first. We spoke with many of Empress’ clients and can attest to their loyalty.
“Our relationships with clients aren’t transactional. We build lifelong friendships. We meet people every day who have simply been sold a product, or investments that are not properly monitored. There is no REAL financial plan. We correct that.” Empress is dedicated to improving financial literacy and offers free educational events.
Out of thousands of nominees, Forbes magazine ranked Meagan Phelps in their list of the Top 250 Financial Security Professionals nationwide in both 2021 & 2022.
| NAME | Meagan Phelps |
| PHONE NUMBER | (310) 450-2904 |
| ADDRESS | 3205 Ocean Park Blvd, Santa Monica, CA 90405 |
| info@empressig.com | |
| WEBSITE | https://www.empressig.com/ |
| SERVICES PROVIDED | Financial Services, Financial Advisor, Investment, Legacy Planning, Retirement Planning, Tax Planning, Wealth Management, Loans & Banking |
| SERVICE AREAS |
Central Atwater Village • Baldwin Hills • Bel Air • Beverly Grove • Beverly Hills • Boyle Heights • Century City • Cheviot Hills • Chinatown • Commerce • Culver City • Dockweiler • Dodgertown • Downtown • East Hollywood • East Los Angeles • Echo Park • Edendale • Fairfax • Firestone Park • Gramercy Park • Griffith Park • Hancock Park • Hollywood • Hollywood Hills • Hyde Park • Inglewood • Jefferson Park • Koreatown • Ladera Heights • Larchmont Village • Leimert Park • Los Angeles • Los Feliz • Macarthur Park • Mid-Wilshire • Miracle Mile • Mount Olympus • Oakwood • Outpost Estates • Palms • Park Mesa Heights • Pico Heights • Pico-Robertson • Pico-Union • Rancho Park • Rimpau • Silver Lake • University Park • Vermont • Vermont Square • Vernon • View Park • Watts • West Adams • West Hollywood • Westlake • Westwood • Whitley Heights • Windsor Hills San Fernando Valley Arleta • Bell Canyon • Burbank • Calabasas • Canoga Park • Chatsworth • Encino • Granada Hills • Granada Hills North • Hewitt • Hidden Hills • Lake Balboa • Lakeside Park • Mission Hills • North Hills • North Hollywood • Northridge • Pacoima • Panorama City • Porter Ranch • Reseda • San Fernando • San Fernando Valley • Shadow Hills • Sherman Oaks • Sherman Village • Studio City • Sun Valley • Sunland • Sylmar • Tarzana • Toluca Lake • Toluca Terrace • Tujunga • Universal City • Valley Glen • Valley Village • Van Nuys • West Hills • Winnetka • Woodland Hills San Gabriel Valley Alhambra • Altadena • Arcadia • City of Industry • College Hills • Crescenta Highlands • Cypress Park • Duarte • Eagle Rock • East Pasadena • East San Gabriel • El Monte • Flintridge • Glassell Park • Glendale • Happy Valley • Hastings Ranch • Highland Park • La Canada • La Crescenta • Lincoln Heights • Monrovia • Monterey Hills • Monterey Park • Montrose • Mount Washington • Pasadena • Rosemead • Rossmoyne • San Gabriel • San Gabriel Valley • San Marino • San Rafael Hills • Sierra Madre • South Pasadena • Temple City • Verdugo Viejo • Woodbury South Bay Alondra Park • Carson • Del Aire • Gardena • Harbor City • Harbor Gateway • Hawthorne • Hermosa Beach • Lawndale • Le Fresa • Lomita • Manhattan Beach • Palos Verdes Estates • Rancho Palos Verdes • Redondo Beach • Rolling Hills • Rolling Hills Estates • San Pedro • Seaside • Terminal Island • Torrance • Watts • Willowbrook • Wilmington Westside Brentwood • El Segundo • Fox Hills • Lennox • Malibu • Mar Vista • Marina del Rey • Montana • Ocean Park • Pacific Palisades • Playa del Rey • Playa Vista • Santa Monica • Sawtelle • Topanga • Venice • West Los Angeles • Westchester • Westside |
- Overall Satisfaction
- Quality of Work
- Customer Service
- Value for Price
E. W.
Beverly Hills - November 1, 2020
I have invested significantly with Empress Investment Group and they have done very well with my finances; I love Meagan and her team. They review my account regularly and never hesitate to communicate with me as needed. They have also expanded my knowledge of wise investing. I connected with Empress Investment Group at one of their sponsored events about woman and investing—the invite to the dinner landed at the exact right time in my life. I highly recommend Meagan and her group to anyone in need of investment services. They are a real asset to the community and incredible at what they do.
(These testimonials are provided by clients and may not be representative of everyone's experience. Your results may vary.)
Laurie Walters
West LA - October 23, 2020
Empress Investment Group has given me a working understanding of my finances. When my previous financial advisor spoke to me, all the information was over my head. Since working with Empress, I’ve learned the differences between various investments and which options can benefit me while aligning with my personal tolerance for risk. I liked Meghan as soon as I met her at a happy hour event sponsored by her firm. Aside from being a great financial advisor, she is also a friend that has stepped up with support and guidance when I needed it. I am thrilled to recommend Empress Investment Group to anyone in need of financial investment services. The Empress team makes you feel like family.
(These testimonials are provided by clients and may not be representative of everyone's experience. Your results may vary.)
Carole Glodney
Culver City - October 14, 2020
I started with Meagan by slowly investing and transferring money from another financial advisor. Her investment firm was recommended to me by a friend. A number of years later, I’m very pleased with the work Empress Investment Group has done for me and have recommended them to others. Recently, they had a paper shredding event for clients which was very timely for many of us. Meagan truly has a great team and they are readily available even during a pandemic.
(These testimonials are provided by clients and may not be representative of everyone's experience. Your results may vary.)
Sharon A
Northern California - October 14, 2020
I can’t say enough good things about the service that Empress Investment Group has provided my husband and myself. The entire group is very nice and efficient. They always take care of you—always make you feel important. When Meagan first looked at our portfolio, she offered good advice on reorganization and maximizing investments. We’re very happy with all of the recommendations. She meets with us twice yearly for a formal portfolio review. Immediately following any meeting, the staff sends out a recap on what was discussed so that everybody is on the same page. If ever we have questions or needs, Empress always welcomes our call.
(These testimonials are provided by clients and may not be representative of everyone's experience. Your results may vary.)
Lisa Bevis
Burbank - October 8, 2020
Before meeting Meagan, I always felt like I was being sold something by financial advisors. I attended a talk specifically for women and investing where I heard Meagan say that women traditionally had not paid attention to finances. That really stuck with me, and I thought that I better grab my bull by the horns and make sure I have a plan. Not only did she review my finances and explain things clearly, but she also offered information on things like wills, trusts, refinancing property and potential long-term care costs. This is by far the most inclusive financial planning assistance that I’ve ever received. I’m a very cautious investor so I appreciate that Meagan keeps focused on reality, not the “pie in the sky”. I always look forward to meetings with Meagan and her team as I know that my concerns are truly heard and they have my best interest at heart.
P Kalmus
Hollywood - October 8, 2020
From my first meeting with the staff at Empress Investment Group I was welcomed to ask questions, seek information, express any doubts and concerns I had about financial planning and begin to immediately feel a change in my comfort level and hope for my long term retirement income. In addition, all facets of my financial planning were reviewed including annuities, long term health care, living trusts, insurance, and budgets. The company genuinely focuses on customer contact and care. It has been possible to reach the president, Meagan Phelps, at any time and her staff does rapid follow up. They provide excellent support and focus for women new to financial planning or uncomfortable with terminology and systems. Of course, their prime goal is to grow portfolios which has been accomplished in my first year with Empress.
(These testimonials are provided by clients and may not be representative of everyone's experience. Your results may vary.)
Susan Newman
West LA - October 8, 2020
My relationship with Empress Investment Group began close to twenty years ago. I was a single mother with two children barely able to make ends meet, and Meagan changed my financial life. With her guidance, I uncovered ways to save money and was able to retire at 61. They never pushed particular products or options—instead, they provided me with the necessary information and empowered me to make my own financial decisions. I don’t think that I’ve ever had to leave a voicemail with their office. Someone is always available and ready to help. I appreciate the extra effort that Meagan puts into her family of clients and happily recommend her firm to friends and family.
(These testimonials are provided by clients and may not be representative of everyone's experience. Your results may vary.)
Teri B
Westwood - October 8, 2020
I’ve been with Empress Investment Group for about fifteen years, and they’ve been wonderful. Meagan is very educated and knows her stuff. She’s also like family. She hosts client gatherings throughout the year and even throws document shredding parties. Their customer service is a consistent 10. The office is always responsive and follows through with tasks. I couldn’t be happier with Empress Investment Group.
(These testimonials are provided by clients and may not be representative of everyone's experience. Your results may vary.)
Sharon A
Northern California - September 8, 2020
I can’t say enough good things about the service that Empress Investment Group has provided my husband and myself. The entire group is very nice and efficient. They always take care of you—always make you feel important. When Meagan first looked at our portfolio, she offered good advice on reorganization and maximizing investments. We’re very happy with all of the recommendations. She meets with us twice yearly for a formal portfolio review. Immediately following any meeting, the staff sends out a recap on what was discussed so that everybody is on the same page. If ever we have questions or needs, Empress always welcomes our call.
(These testimonials are provided by clients and may not be representative of everyone's experience. Your results may vary.)
