A complete list of active advisors currently associated with Sheer Empowerment Financial, LLC
Warmer can help you find a great advisor at Sheer Empowerment Financial, LLC or one who fits your needs even better.
Sheer Empowerment Financial provides fee-only financial planning to individuals and high-net-worth clients, and the brochure also indicates the firm works with corporations and other business entities. Services include standalone and ongoing comprehensive planning engagements, plan refreshes, and limited hourly consulting; the firm does not provide discretionary investment management or take custody of client assets. The firm’s approach to investment analysis within planning engagements uses a mix of fundamental, technical, cyclical, and charting methods and generally favors modern portfolio theory and passive strategies when recommending asset allocations. Financial planning work is delivered as written or electronic reports with periodic reviews and covers cash flow, retirement, estate, insurance, employee benefits optimization, tax planning, and other tailored analyses. Noteworthy for a solo independent adviser, the brochure highlights a broader client mix beyond individual households—explicitly naming corporations and business-owner needs such as employee benefits and pension/profit-sharing considerations—rather than relying on portfolio management and percentage-of-AUM billing. The firm also emphasizes flat-fee and subscription pricing for planning and notes the principal’s prior institutional investment experience and professional credentials as part of the firm’s service foundation.
To learn more about the advisors currently working at Sheer Empowerment Financial, 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 |
|---|---|---|
Thornton, NH
| 3
|
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