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Andrew Gomes

Advisor at Empower Advisory Group

Updated today

Location

Somerset, MA

Credentials

Series 66

Industry experience

4 years

About

Andrew Gomes is a financial advisor at Empower Advisory Group with three years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments, Merrill, and Bank of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates through integrated services linked to Empower’s recordkeeping and administrative platforms.

Client services

Based on Empower Advisory Group

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Empower Advisory Group

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)

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Fee options

Fixed

One-time fees: $199, $299, $399, or $499 depending on enrollment and plan; Monthly subscription fees: $15 or $29 depending on enrollment

Subscriptions

Monthly subscription fees of $15 or $29 depending on enrollment; One-time fees as noted above

Location

Somerset, MA

Most active in

Massachusetts

Work history

Empower Financial Services, inc

2024 - Present (2 years)

Empower Advisory Group

2024 - Present (2 years)

Bank of America, N.A

2024 - 2024 (1 year)

Merrill

2024 - 2024 (1 year)

fidelity Investments

2021 - 2024 (3 years)

HomeMaker

2019 - 2021 (2 years)

Plum Marketing

2019 - 2019 (1 year)

Newport Jeep

2019 - 2019 (1 year)

Att

2018 - 2019 (1 year)

Aquidneck Pools and Spa

2018 - 2018 (1 year)

UnEmployed

2017 - 2018 (1 year)

Cardis Furniture

2017 - 2017 (1 year)

Thryv Inc (DEX MEDIA)

2017 - 2017 (1 year)

Verizon wireless

2015 - 2017 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 63, Series 65

Barrington, RI

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Active portfolio management Options & derivatives strategies Concentrated stock management
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CFP®

Swansea, MA

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General retirement planning Income planning General tax planning Wealth management
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Series 63, Series 65

Taunton, MA

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Real estate investing Options & derivatives strategies Business ownership considerations Tax strategies for small businesses College savings (529s, UTMA, etc.) Founder/Business Owner
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Roger S

Series 65

Fall River, MA

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Active portfolio management
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Series 63, Series 65

Fall River, MA

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Real estate investing
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