A complete list of active advisors currently associated with Empowered Retirement, Inc.

Warmer can help you find a great advisor at Empowered Retirement, Inc. or one who fits your needs even better.

Empowered Retirement, Inc. provides discretionary portfolio management, stand‑alone financial planning, and consulting to a range of clients including individuals, high‑net‑worth clients, nonprofit entities and corporate sponsors. The firm allocates assets among institutional mutual funds, ETFs, municipal bonds, closed‑end funds and individual stocks and bonds, and may advise on non‑investment matters such as estate and insurance planning when requested. The adviser operates on a fee‑only, percentage‑of‑assets basis and describes its investment framework as consistent with Modern Portfolio Theory and the Efficient Market Hypothesis, favoring low‑cost, diversified funds with periodic rebalancing alongside fundamental analysis. It implements both long‑term and shorter‑term purchase strategies, conducts ongoing monitoring and periodic or event‑driven account reviews, and offers stand‑alone planning engagements on a fixed‑or hourly‑fee basis. A distinctive element of the firm is its retirement plan consulting practice: it offers 3(21) and 3(38) services, participant education, and the ability to serve as an ERISA investment fiduciary for trustee‑directed plans—capabilities that are less common among peers of its type. The brochure also discloses reliance on third‑party platforms (including a third‑party account administrator), potential fee‑sharing arrangements with third‑party money managers, and referral/solicitor relationships, each of which the firm identifies and discloses as potential conflicts of interest.

To learn more about the advisors currently working at Empowered Retirement, Inc., 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.