A complete list of active advisors currently associated with Empower Financial Advisors, LLC
Warmer can help you find a great advisor at Empower Financial Advisors, LLC or one who fits your needs even better.
Empower Financial Advisors, LLC serves primarily pooled or institutional accounts while maintaining a fee-only advisory practice with a percentage-of-assets billing model; the firm reports approximately $2.58 million in discretionary assets under management and operates with a single registered principal. It provides discretionary investment management and both ongoing and project-based financial planning services, and the brochure notes the firm historically offered educational seminars but has discontinued them. The firm’s investment approach emphasizes asset allocation informed by modern portfolio theory and combines passive and active strategies, using fundamental, technical, cyclical, and charting analysis when selecting funds and securities. Portfolios are tailored to client risk tolerance and may include long-term holdings with occasional short-term trades, and the firm permits client-imposed restrictions in writing. Noteworthy elements in the brochure include consultative services focused on legacy planning, heir preparation, and retirement transition work (including sabbatical and early-retirement planning) that emphasize educational and behavioral coaching alongside financial advice. The adviser is newly formed in 2025 and operates at a relatively small scale, which could affect capacity and the individualized nature of its engagements compared with larger investment managers.
To learn more about the advisors currently working at Empower Financial Advisors, 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.
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