Philadelphia, PA Office

Team
Updated today
Empower Advisory Group logo

Empower Advisory Group

Enterprise

Firm-wide stats for Empower Advisory Group

Total advisors

2,004

Across 1,080 offices

Clients per advisor

146 Very High

Avg AUM per client

$565,063 High

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

Philadelphia PA

Advisors at this office

8

Advisors at this office

user avatar

Daniel M

Series 63, Series 66

Philadelphia, PA

Empower Advisory Group

Daniel Marsan is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 66 designations. His previous work includes roles at Empower Financial Services, The Federal Savings Bank, Carrington Mortgage, Freedom Mortgage, and Oak Hill Golf Club. 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 accounts. The firm’s integrated model combines proprietary and third-party planning methodologies with recordkeeping and administrative platforms to deliver point-in-time financial plans and optional managed accounts.

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

Evan O

Series 66

Philadelphia, PA

Empower Advisory Group

Evan O'Leary is a financial advisor with Empower Advisory Group, holding a Series 66 designation and two years of industry experience. His prior work includes roles at US Capital Advisors and various positions outside the financial sector. 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 certain retail brokerage clients. The firm’s integrated model emphasizes long-term portfolio returns and annual rebalancing within selected plan lineups.

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

Myshaina K

Series 63, Series 65

Philadelphia, PA

Empower Advisory Group

Myshaina Kehinde is a financial advisor at Empower Advisory Group with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley, E*TRADE, and The Vanguard Group. Outside of her advisory role, she serves as an event coordinator officer for The Intersection Social Club, organizing networking events in the Philadelphia area. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and integrates its advisory services 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

Kelly C

Series 63, Series 66

Philadelphia, PA

Empower Advisory Group

Kelly Connors Ferrante is a financial advisor at Empower Advisory Group with two years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Empower Financial Services since 2024. Her prior experience includes roles at Ascend Analytics, Ball Corporation, Jefferson Health and Thomas Jefferson University, Market Resource Partners, and Helzberg Diamonds. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, their participants, and certain individual account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

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

Michael E

Series 63, Series 65

Philadelphia, PA

Empower Advisory Group

Michael Elnitski is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 registrations and seven years of industry experience. He has worked at GWFS Equities, Inc., Prudential Investment Management Services LLC, Prudential Insurance Company of America, and Ascensus. 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 clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

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

Jonathan R

Series 63, Series 66

Philadelphia, PA

Empower Advisory Group

Jonathan Rawl is a financial advisor with Empower Advisory Group in Philadelphia, PA. He holds Series 63 and Series 66 licenses and has four years of industry experience. His prior work includes roles at J.P. Morgan Securities, Citizens Bank, and AT&T. 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 integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

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

Leslie T

Series 66

Philadelphia, PA

Empower Advisory Group

Leslie Thoms is a financial advisor with Empower Advisory Group in Philadelphia, PA, holding a Series 66 designation and six years of industry experience. Prior to joining Empower Advisory Group in 2024, Thoms worked at Morgan Stanley and E*TRADE in various roles between 2015 and 2024. 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, operating through an integrated service model aligned 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

Jerry W

Series 63, Series 66

Philadelphia, PA

Empower Advisory Group

Jerry Wacura is a financial advisor with Empower Advisory Group in Philadelphia, PA. He holds the Series 63 and Series 66 designations and has seven years of industry experience. His prior work includes roles at GWFS Equities, Wells Fargo Clearing, Wells Fargo Bank, Bank of America, Merrill, and TD Bank. 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 uses an integrated model linked to Empower’s recordkeeping and administrative platforms and focuses 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.)
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