Raymore, MO Office

Team
Updated today
Empower Advisory Group logo

Empower Advisory Group

Enterprise

Firm-wide stats for Empower Advisory Group

Total advisors

2,008

Across 1,086 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

Raymore MO

Advisors at this office

4

Advisors at this office

user avatar

Saul R

Series 63, Series 66

Raymore, MO

Empower Advisory Group

Saul Rico is a financial advisor with Empower Advisory Group in Raymore, MO, holding Series 63 and Series 66 licenses and 10 years of industry experience. He has worked at Gwfs Equities, Inc. since 2016. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates through point-in-time financial plans and managed account options.

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

Robert D

Series 66

Raymore, MO

Empower Advisory Group

Robert Davies is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Prior to joining Empower, he held various positions in the retail and hospitality sectors, including roles at La Nonna and Johnny's Tavern. 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 account holders. The firm’s integrated model emphasizes long-term portfolio returns, annual rebalancing, and savings rates.

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

Brandon B

Series 63, Series 66

Raymore, MO

Empower Advisory Group

Brandon Burdick is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes roles at Empower Financial Services, Northwestern Mutual Investment Services, and Empower Retirement. Prior to entering financial services, he worked at Walgreens for 18 years. 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 retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and client savings rates in its planning approach.

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

Robert D

Series 63, Series 66

Raymore, MO

Empower Advisory Group

Robert Davies is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations and bringing nine years of industry experience. He has been with Gwfs Equities, Inc. since 2015. Outside of his advisory work, he serves as an assistant high school soccer coach for Raymore Peculiar School District and is a member of the Avila University Alumni Board, where he is involved in student mentorship and event planning. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services that include point-in-time financial plans and optional managed account solutions. The firm operates at scale with close integration to affiliated Empower entities, serving a large participant base through plan sponsor-chosen investment lineups.

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