Wexford, PA Office

Team
Updated today
Empower Advisory Group logo

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

Wexford PA

Advisors at this office

3

Advisors at this office

user avatar

Richard S

Series 65, Series 63

Wexford, PA

Empower Advisory Group

Richard Scotti is a financial advisor with Empower Advisory Group in Wexford, PA, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Stewart Capital Advisors, S & T Bank, Hefren Tillotson, and PNC Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model linked to Empower's recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns and annual rebalancing, serving a large participant base through a highly scaled advisory platform.

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

Brian J

Series 65, Series 63

Wexford, PA

Empower Advisory Group

Brian Johns is a financial advisor with Empower Advisory Group and holds Series 63 and Series 65 licenses. He has 12 years of industry experience, including prior roles at Robert Baird & Co., Hefren-Tillotson, and AIG Retirement Services. 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 services use an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and 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

Sheila G

Series 63, Series 65

Wexford, PA

Empower Advisory Group

Sheila Guzzy is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Her career includes roles at Advised Assets Group, GWFS Equities, Hewitt Financial Services, and Aon Hewitt Financial Advisors. Outside of finance, she participates as a movie extra through the Nancy Moser Casting Agency. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Premier IRA and retail brokerage clients. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing 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.)
View complete list of advisors at this office
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