A complete list of active advisors currently associated with Empowering Finance, LLC

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

Empowering Finance, LLC serves individual clients — including high-net-worth individuals — and provides tailored investment management alongside a range of financial planning services. Services span continuous portfolio oversight, hourly planning engagements, ongoing comprehensive planning relationships, business-planning consulting, and educational seminars; offering portfolio management for individuals is consistent with common practice among independent advisers. The firm primarily constructs passively oriented portfolios using index mutual funds and ETFs, while also applying fundamental, technical, charting, and cyclical analysis in its investment process and in manager selection. Client relationships are guided by individualized investment policy statements, discretionary account authority for portfolio implementation, and regularly scheduled reviews to align portfolios with client objectives and risk tolerances. Empowering Finance is fee-only and, unlike most peers, does not rely on percentage-of-assets-under-management fee arrangements, favoring fixed-fee and hourly planning structures and including investment management as part of its ongoing planning service in some cases. The solo adviser manages roughly $37 million in discretionary AUM, operates on an institutional Schwab custody platform, and uses features such as fee debiting and standing transfer authorizations in client accounts.

To learn more about the advisors currently working at Empowering Finance, 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.