A complete list of active advisors currently associated with Empower Financial Advisory, LLC

Warmer can help you find a great advisor at Empower Financial Advisory, LLC or one who fits your needs even better.

Empower Financial Advisory provides discretionary wealth management and financial planning to individuals, high‑net‑worth clients, trusts, estates and small businesses. The firm manages investment and retirement accounts and serves as an ERISA/IRC fiduciary when advising on retirement plan distributions or rollovers. Portfolios are constructed from diversified mutual funds, ETFs and, when appropriate, individual securities using a primarily long‑term approach informed by both fundamental and technical analysis; the firm monitors accounts continuously and implements rebalancing, tax‑related sales, and other tactical changes as needed. Empower pairs investment management with project‑based and ongoing financial planning engagements, developing customized strategies through regular personal contact with clients. Empower is notable for managing about $635.8 million on a discretionary basis for roughly 290 clients with a compact advisory staff of four, a structure that results in substantially higher assets per advisor than many peers. The firm also uses a third‑party access platform to manage held‑away accounts (bearing the platform cost), maintains an institutional relationship with Fidelity that provides technology and research support, and discloses advisory persons who also engage in insurance sales or other outside business activities—items the brochure identifies as potential conflicts and that the firm addresses in its disclosures.

To learn more about the advisors currently working at Empower Financial Advisory, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.