Fort Wayne, IN Office
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Empower Advisory Group
Enterprise
Firm-wide stats for Empower Advisory Group
About
Empower Advisory Group (EAG) provides financial planning and investment management primarily to employer‑sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are delivered through an integrated model tied to Empower’s recordkeeping and administrative platforms and include both point‑in‑time financial plans and optional managed account solutions.
EAG’s financial planning Service produces a single “point‑in‑time” plan using proprietary and third‑party methodologies that emphasize long‑term portfolio returns, annual rebalancing, and clients’ savings rates rather than short‑term return forecasts. The standalone planning Service does not implement or monitor recommendations automatically and will not update plans unless a client re‑engages, although participants may separately enroll in managed accounts that give EAG discretionary authority.
Distinctive features include the firm’s scale and tight integration with affiliated Empower entities for recordkeeping, brokerage execution and investment products, which means recommendations are generally made within plan lineups chosen by plan sponsors and can result in affiliate compensation when proprietary funds or insurance products are used. EAG also serves a very large participant base relative to its adviser headcount—yielding a higher client‑to‑advisor workload than many peers—and disclosed a material SEC settlement in August 2025 concerning disclosure and conflicts of interest (censure, cease‑and‑desist order, $750,000 civil penalty and $4,063,569.80 disgorgement).
Based on Empower Advisory Group
Expertise
Based on Empower Advisory Group
Location
Fort Wayne IN
Advisors at this office
3
Advisors at this office
Jonathan F
Series 63, Series 66
Ft Wayne, IN
Empower Advisory Group
Jonathan Feola is a financial advisor with Empower Advisory Group in Ft Wayne, IN, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at GWFS Equities, Inc. since 2017 and T Rowe Price Investment Services, Inc. from 2010 to 2016. Empower Advisory Group provides financial planning and investment management services mainly to employer‑sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders, delivering integrated services linked to Empower’s recordkeeping and administrative platforms.
Jennifer B
Series 63, Series 66
Fort Wayne, IN
Empower Advisory Group
Jennifer Brown is a financial advisor with Empower Advisory Group in Fort Wayne, IN, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her career includes roles at GWFS Equities, Inc., Corsica Technologies, Nationwide Investment Services Corporation, J.J.B. Hilliard, W.L. Lyons, LLC, and Thrivent Investment Management. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients. The firm’s integrated approach emphasizes long-term portfolio returns and annual rebalancing, delivering both point-in-time financial plans and optional managed account solutions within a framework closely tied to Empower’s administrative platforms.
Braden H
Series 63, Series 65
Fort Wayne, IN
Empower Advisory Group
Braden Hoffman is a financial advisor with Empower Advisory Group in Fort Wayne, IN, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Empower, he worked at firms including J.P. Morgan Securities and Old National Bank. Outside of finance, he co-owns Hoffman Financial Group LLC, a business focused on childhood education and special needs advocacy where he creates educational books on neurodiversity for school-age children. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms.
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