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 financial planning to individuals, high-net-worth individuals, corporations, and other businesses, delivering both targeted and comprehensive planning engagements. Services include retirement and tax planning, estate and insurance reviews, employee benefits optimization, and college-savings analysis, with clients receiving written or electronic financial plans. When investment analysis is performed as part of a financial plan, the firm uses a mix of fundamental, technical, cyclical, and charting analysis and emphasizes modern portfolio theory and passive investment strategies (typically index mutual funds and ETFs). The firm tailors plans to client goals and risk tolerances, allows reasonable client‑imposed restrictions in writing, and provides implementation support while leaving brokerage and trade execution to the client’s chosen custodians. The firm does not provide investment management, reports no assets under management, and does not accept custody of client funds; instead it charges flat fees for engagements, subscription-style ongoing planning, and, in limited cases, hourly fees (hourly rates disclosed in the brochure). The firm also discloses it receives no third‑party compensation or soft‑dollar benefits and follows CFP® and CFA professional standards, with the principal maintaining outside coaching work described in the supplement.
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 |
|---|---|---|
Plymouth, NH
| 3
|
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