A complete list of active advisors currently associated with Woman to Woman Financial

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

Woman to Woman Financial provides fee-based investment advisory, financial planning, and financial consultation services to individuals, trusts, estates, charitable organizations, and small businesses. The firm operates as a single-advisor independent RIA and manages primarily non-discretionary client assets (about $6.1 million across roughly 59 clients). The advisor follows a custom, tactical allocation approach intended to reduce risk and improve performance, using fundamental, technical, and cyclical analysis to formulate recommendations. Portfolios are managed on a non‑discretionary basis with client approval of trades and may include exchange‑listed securities, mutual funds, variable annuities, municipal securities, CDs, and interests in real estate partnerships. Noteworthy aspects disclosed in the brochure include the CEO’s separate, licensed insurance agency (Empowerment Financial Group Insurance Agency, LLC), through which insurance products may be offered and commissioned — a relationship the firm identifies as a potential conflict of interest. The firm also refers clients to the Wealth.com estate‑planning platform and states it provides services to business and institutional clients, which together with its largely non‑discretionary management style are less common among solo independent advisers.

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