Empower Advisory Group logo

Empower Advisory Group

Updated today

Client assets under management

$165,759,591,916

Clients

293,347

7% high-net-worth

Advisors

1,673

of 8,051 employees

Firm type

Enterprise

300-3,000 advisors or >$30B in AUM

Clients per advisor

175

Very High

Average account size

$565,063

About

Empower Advisory Group (EAG) provides financial planning and investment management primarily to employer‑sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are delivered through an integrated model tied to Empower’s recordkeeping and administrative platforms and include both point‑in‑time financial plans and optional managed account solutions.

EAG’s financial planning Service produces a single “point‑in‑time” plan using proprietary and third‑party methodologies that emphasize long‑term portfolio returns, annual rebalancing, and clients’ savings rates rather than short‑term return forecasts. The standalone planning Service does not implement or monitor recommendations automatically and will not update plans unless a client re‑engages, although participants may separately enroll in managed accounts that give EAG discretionary authority.

Distinctive features include the firm’s scale and tight integration with affiliated Empower entities for recordkeeping, brokerage execution and investment products, which means recommendations are generally made within plan lineups chosen by plan sponsors and can result in affiliate compensation when proprietary funds or insurance products are used. EAG also serves a very large participant base relative to its adviser headcount—yielding a higher client‑to‑advisor workload than many peers—and disclosed a material SEC settlement in August 2025 concerning disclosure and conflicts of interest (censure, cease‑and‑desist order, $750,000 civil penalty and $4,063,569.80 disgorgement).

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)

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Fee options

Fixed

One-time fees: $199, $299, $399, or $499 depending on enrollment and plan; Monthly subscription fees: $15 or $29 depending on enrollment

Subscriptions

Monthly subscription fees of $15 or $29 depending on enrollment; One-time fees as noted above

Main office location

Empower Advisory Group

8515 East Orchard Rd 4 T2

Greenwood Village CO 80111, United States

Number of offices

1,235

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Jillian W

Series 65

Powhatan, VA

Empower Advisory Group

Jillian Ward is a Series 65 licensed financial advisor with four years of industry experience. She currently works at Empower Advisory Group and previously held positions at ACG Advisory Services Inc, Virginia Credit Union, and Village Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and client savings rates rather than short-term return forecasts.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar

Marilynne S

Series 63, Series 66

Canton, GA

Empower Advisory Group

Marilynne Shadow is a financial advisor at Empower Advisory Group with eight years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley, E*TRADE Securities, Fidelity Brokerage Services, and Charles Schwab. Outside of her advisory role, she is the sole proprietor of The Barking Crab, an art and culture business based in Centennial, Colorado. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns, annual rebalancing, and clients’ savings rates rather than short-term return forecasts.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Charles V

Series 66

Rohnert Park, CA

Empower Advisory Group

Charles Vezinaw is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds the Series 66 designation. Prior to joining Empower Advisory Group in 2024, he worked at Bank of America and Merrill. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm uses an integrated model linked to Empower’s administrative platforms and emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)

Kenneth M

Series 63, Series 66

Cincinnati, OH

Empower Advisory Group

Ken Mason is an Executive Planning Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he works closely with clients to develop wealth strategies that incorporate their workplace benefits, aiming to support them in pursuing their financial goals. Ken emphasizes building trust through a consultative approach, ensuring clients receive personalized and understandable financial plans. He is committed to helping clients achieve peace of mind by focusing on what matters most to them. Specific details about his education, credentials, or personal interests were not provided.

Wealth management Equity Recipients (RS/RSU, SOP, ESPP) Exec comp design Retirement income strategy Income planning Executive Consultant
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Douglas H

Series 63, Series 66

Sioux Falls, SD

Empower Advisory Group

Douglas Hortness is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and 12 years of industry experience. His career includes roles at GWFS Equities, Inc., Selectquote, the University of South Dakota, Intervest International Equities Corp, Fringe Benefit Design, and Scottrade. Empower Advisory Group provides financial planning and investment management primarily to employer‑sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and savings rates in their planning approach.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Blake S

Series 66

Nashville, TN

Empower Advisory Group

Blake Schnell is a financial advisor at Empower Advisory Group with three years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise and The University of Alabama. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and select retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates, with services delivered through Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Ruchita M

Series 66

Greenwood Village, CO

Empower Advisory Group

Ruchita Mickelsen is a financial advisor at Empower Advisory Group with two years of industry experience. She holds the Series 66 designation and has previously worked at Equitable Advisors and several language services companies. Outside of advising, she owns a dropshipping Shopify store, managing product sales outside of business hours. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, participants, and certain retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns through integrated financial planning and managed account solutions aligned with Empower’s administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Carlo C

Series 63, Series 66

Vero Beach, FL

Empower Advisory Group

Carlo Corvaja is a financial advisor at Empower Advisory Group in Vero Beach, FL, holding Series 63 and Series 66 designations. He has experience working within a large enterprise firm that serves employer-sponsored retirement plan sponsors and individual investors. Empower Advisory Group provides financial planning and investment management primarily to retirement plan sponsors and participants, utilizing an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning services while serving a large participant base with a relatively high client-to-advisor ratio.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Michael F

Series 63, Series 66

Muskego, WI

Empower Advisory Group

Michael Feldmann is a financial advisor with Empower Advisory Group in Muskego, WI, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Gwfs Equities, Inc. since 2011 and joined Empower Advisory Group in 2025. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Dedrick L

Series 66

Baton Rouge, LA

Empower Advisory Group

Dedrick Lewis is a financial advisor at Empower Advisory Group with five years of industry experience. He holds the Series 66 designation and has previously worked at Fisher Investments and Edward Jones. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, using an integrated model connected to Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar

Shane G

Series 63, Series 66

Bedford, NH

Empower Advisory Group

Shane Gelinas is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Gwfs Equities, Inc., Fidelity Brokerage Services LLC, and Citizens Securities, Inc. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as for IRA and retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar

Olena S

Series 63, Series 65

Greenwood Village, CO

Empower Advisory Group

Olena Shevchenko is a financial advisor at Empower Advisory Group with Series 63 and Series 65 credentials and nine years of industry experience. She has worked at GWFS Equities Inc. since 2016. Outside of advisory work, she has experience as an image processor for the E-470 Toll Road, where she read and entered license plate characters into the processing system. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Ross W

Series 63, Series 65

Greenwood Village, CO

Empower Advisory Group

Ross Walker is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been advising clients at Advised Assets Group, LLC since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar

Shawn A

CFP®, Series 63, Series 65

Du Bois, PA

Empower Advisory Group

Shawn Amblod is a CFP® with 18 years of experience in financial advisory roles. He is currently with Empower Advisory Group and has previously worked at firms including LPL Financial, Advised Assets Group LLC, and CNB Financial Corporation. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar

Christopher A

Series 63, Series 65

Lynchburg, VA

Empower Advisory Group

Christopher Anderson is a financial advisor with Empower Advisory Group in Lynchburg, VA, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at GWFS Equities, Advised Assets Group, New York Life Insurance Company, NYLIFE Securities LLC, Wells Fargo Clearing, and Wells Fargo Bank. He also has experience working outside finance at Hampton Inn and Suites. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model supports financial plans focused on long-term portfolio returns and annual rebalancing within frameworks set by plan sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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