Miami, FL Office

Team
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Empower Advisory Group

Enterprise

Firm-wide stats for Empower Advisory Group

Total advisors

2,014

Across 1,087 offices

Clients per advisor

146 Very High

Avg AUM per client

$565,063 Typical

HNW client ratio

7% Low

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

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

Based on Empower Advisory Group

Location

Miami FL

Advisors at this office

9

Advisors at this office

user avatar

Kassandra L

Series 65, Series 63

Miami, FL

Empower Advisory Group

Kassandra La Victoire is a financial advisor at Empower Advisory Group in Miami, FL, holding Series 65 and Series 63 credentials. She has been with Empower Advisory Group since 2026 and has prior experience at several firms including Emissary and Puroast. Before entering the financial industry, she worked in various roles including at Tinta Y Cafe. 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 retail brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

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

Devin C

Series 66, Series 63

Miami, FL

Empower Advisory Group

Devin Cordero is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses and one year of industry experience. He previously worked at Xfinity for nine years before joining Empower Financial Services, Inc. and later Empower Advisory Group. Empower Advisory Group 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 clients. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

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

Miguel G

Series 66

Miami, FL

Empower Advisory Group

Miguel Garcia Diaz is a financial advisor at Empower Advisory Group with four years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing, Wells Fargo Bank, NA, and Miami Krew. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s approach combines proprietary and third-party methodologies focused on long-term portfolio returns and integrates closely with Empower’s recordkeeping and administrative platforms.

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

Jeffrey S

Series 65, Series 66, Series 63

Miami, FL

Empower Advisory Group

Jeffrey Spurling is a financial advisor with Empower Advisory Group in Miami, FL, holding Series 65, Series 66, and Series 63 licenses and 24 years of industry experience. His prior roles include positions at GWFS Equities, Select Quote, Premier Capital Advisors LLC, and Advisors Asset Management, Inc. 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 delivers services through an integrated model aligned with Empower’s administrative platforms, focusing on long-term portfolio returns and client savings rates rather than short-term forecasts.

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

Kevin C

Series 63, Series 65

Miami, FL

Empower Advisory Group

Kevin Corbin is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Personal Capital Advisors Corporation, Fisher Investments, TD Ameritrade, and Key Investment Services. Corbin is based in Miami, FL. Empower Advisory Group 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 integrated approach leverages proprietary and third-party methodologies to deliver point-in-time financial plans and optional managed account solutions within the framework of Empower’s recordkeeping and administrative platforms.

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

Steven D

Series 63, Series 66

Miami, FL

Empower Advisory Group

Steven Diaz Troncoso is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various financial and non-financial roles, including positions at Empower Financial Services, OnDeck Insurance Group, and the Miami Marlins. Empower Advisory Group 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 integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and clients’ savings rates.

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

Alfredo M

Series 63, Series 66, Series 65

Miami, FL

Empower Advisory Group

Alfredo Monteiro is a financial advisor at Empower Advisory Group with 19 years of industry experience. His background includes roles at John Hancock and Principal Financial, among others. Outside of his financial career, he is a partner in a family-owned pool maintenance and supply company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing in its financial planning services.

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

Ariel D

Series 66, Series 63

Miami, FL

Empower Advisory Group

Ariel Diaz is a financial advisor with Empower Advisory Group in Miami, FL, holding Series 66 and Series 63 designations and seven years of industry experience. His work history includes roles at Empower Financial Services, Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, Nordstrom, IFS Securities Inc., Florida Financial Advisers, and Citibank, N.A. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

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

David A

Series 63, Series 66

Miami, FL

Empower Advisory Group

David Acosta Marquez is a financial advisor with Empower Advisory Group in Miami, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes roles at Wells Fargo Bank, Wells Fargo Clearing, GWFS Equities, Inc., and Advised Assets Group, LLC. Outside of his advisory role, he is active as a video game streamer on the Twitch platform through his business, IWGamerz LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, with services linked closely to Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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