A complete list of active advisors currently associated with Financial Empowerment

Warmer can help you find a great advisor at Financial Empowerment or one who fits your needs even better.

Financial Empowerment is registered as an investment adviser that provides discretionary portfolio management and financial planning services to a mix of client types, including charitable organizations and business entities and, unusually for a firm in this category, individual and high‑net‑worth clients. Services described in the brochure include ongoing portfolio management with investment policy statements, project‑based financial plans, and recurring planning engagements. The firm’s investment process combines quantitative, fundamental, and cyclical analysis within a modern portfolio theory framework and typically implements long‑term trading consistent with documented client objectives; it operates under a fiduciary standard and requests discretionary trading authority for managed accounts. Reviews are performed periodically and the firm requires the use of a specified custodian platform as part of its execution and custody arrangements. Noteworthy relative to many investment‑manager peers is that Financial Empowerment blends institutional registration with individual‑oriented planning offerings and explicitly uses hourly and project pricing for planning work—billing practices that are less common among firms in this regulatory category. The brochure also reflects a small organizational scale and modest reported discretionary assets under management, which is atypical for advisors that primarily manage pooled or institutional assets.

To learn more about the advisors currently working at Financial Empowerment, 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.