Westminster, MD Office

Team
Updated today

Client AUM

$165,759,591,916

Clients

293,347

Advisors

3

Of 1,962 advisors across 1,066 offices

Location

Westminster MD

Advisors at this office

3

Advisors at this office

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Nathan F

Series 66

Westminster, MD

Empower Advisory Group

Nathan Fuchs is a financial advisor at Empower Advisory Group with two years of industry experience and holds the Series 66 designation. Prior to joining Empower, he worked at T. Rowe Price for six years. He also has experience at AVI Foodsystems and Menchey Music Service, Inc. 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 integrates its services with Empower’s recordkeeping and administrative platforms and focuses on long-term portfolio returns and clients' savings rates through 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.)
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Matthew S

Series 66

Westminster, MD

Empower Advisory Group

Matthew Sherlock is a financial advisor with Empower Advisory Group, holding a Series 66 designation and bringing 22 years of industry experience. His prior roles include positions at GWFS Equities, Inc., Bank of America, N.A., and Merrill. Outside of his advisory work, he serves as a ruling elder for Covenant of Grace PCA, a charitable organization in Maryland. 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 delivers services through an integrated model connected 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.)
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Kara S

CFP®

Westminster, MD

Empower Advisory Group

Kara Shaffer is a CFP® professional with 14 years of industry experience. She is currently with Empower Advisory Group and Empower Financial Services, Inc., having previously worked at Personal Capital Advisors Corporation, Lincoln Financial Advisors, and Heritage Financial Consultants. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and 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, offering point-in-time financial plans and optional managed account solutions tailored to long-term portfolio returns and client savings rates.

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