A complete list of active advisors currently associated with Empowerment Financial Advisors LLC
Warmer can help you find a great advisor at Empowerment Financial Advisors LLC or one who fits your needs even better.
Empowerment Financial Advisors provides asset management, financial planning, and retirement plan consulting to individuals, plan sponsors, estates, corporations, and other business entities. In addition to advisory services, certain associated persons are licensed insurance agents who may recommend and sell insurance products and receive commissions; the brochure discloses this potential conflict and notes clients may implement recommendations through other agents. The firm manages client portfolios using a mix of stocks, bonds, mutual funds, ETFs, REITs, and options and offers ongoing, tailored supervision aligned with each client’s investment policy statement. For employer-sponsored plans it conducts detailed due diligence on fund companies — evaluating quantitative and qualitative factors, monitoring at the firm level, assisting with IPS construction, and acting in an advisory capacity (including 3(21)-type services) while leaving final selection decisions to plan sponsors. Compared with many peers, the firm’s combination of retail wealth management and explicit pension consulting/plan-sponsor advisory services — including portfolio management for institutional clients — is noteworthy. The brochure also highlights that the firm manages both discretionary and non-discretionary accounts and provides assets-under-advisement reporting for plan clients, pairing individualized financial planning with institutional-level investment review.
To learn more about the advisors currently working at Empowerment Financial Advisors 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.
Name |
Location |
Years of experience |
|---|---|---|
Irving, TX
| 10
|
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