Empower Financial Advisory, LLC logo

Empower Financial Advisory, LLC

Updated today

Client assets under management

$635,501,070

Clients

290

69% high-net worth

Advisors

4

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

73

Typical

Average account size

$2,191,383

About

Empower Financial provides wealth management, discretionary portfolio management, and financial planning services to individuals (including high‑net‑worth clients), trusts, estates, and small businesses. Like many team firms, it builds client portfolios using diversified mutual funds and ETFs and charges percentage‑of‑AUM advisory fees.

The firm describes a customized, ongoing advisory process that combines fundamental and technical analysis with a generally long‑term orientation while allowing shorter‑term trades for rebalancing or cash needs. As of December 31, 2025, Empower Financial reports $635,801,070 in discretionary assets under management across roughly 290 client relationships supported by a four‑adviser team, indicating a relatively high AUM per adviser.

Noteworthy features disclosed in the brochure include an institutional platform relationship with Fidelity that provides research, software, and other support (including financial assistance and reimbursements tied to the firm’s launch), multiple team members holding advanced professional credentials (CFP, ChFC) and an actuarial background among staff, and the fact that certain advisory personnel are also licensed insurance producers who may receive commission compensation (with some non‑advisory activities reported at about 10% or less of staff time); the firm states policies and disclosures are in place to address these potential conflicts.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting

Fee options

Fixed

Fixed engagement fees ranging from $1,500 to $20,000 for financial planning services

Percentage

$0 - $400,000: 1.25% annually $400,000 - $1,000,000: 1.00% annually $1,000,000 - $2,500,000: 0.80% annually $2,500,000 - $5,000,000: 0.60% annually $5,000,000 - $10,000,000: 0.50% annually $10,000,000+: 0.25% annually

Project-based

Up to $300 per hour for project-based financial planning engagements

Other

Fee-only: Financial planning services charged up to $300/hour; fixed fees ranging from $1,500 to $20,000 per engagement or annually for ongoing planning

Main office location

Empower Financial Advisory, LLC

655 Winding Brook Drive

Glastonbury CT 06033, United States

Number of offices

1

Most active in

Connecticut · Florida · Massachusetts · New Hampshire · North Carolina

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

Ronald W

Series 65

Glastonbury, CT

Empower Financial Advisory, LLC

Ronald Williams is a financial advisor at Empower Financial Advisory, LLC with one year of industry experience. He holds a Series 65 designation and has been with Empower Financial Advisory since 2018 in various capacities. Outside of his advisory role, he is involved in motorsports as a driver for Ronnie Williams Racing. Empower Financial Advisory provides wealth management, discretionary portfolio management, and financial planning services to individuals, trusts, estates, and small businesses. The firm employs a customized advisory process combining fundamental and technical analysis with a long-term orientation, managing over $635 million in discretionary assets across approximately 290 client relationships.

Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting
user avatar

Lori O

CFP®, ChFC®, Series 63, Series 66

Glastonbury, CT

Empower Financial Advisory, LLC

Lori Oblinger is a CFP® and ChFC® with 23 years of industry experience. She is an advisor at Empower Financial Advisory, LLC and has previously worked at Heritage Capital Advisors, Securities Service Network, and Securities America, Inc. Oblinger holds insurance producer licensure and engages in related insurance sales activities. Empower Financial Advisory is a team firm that serves individuals, including high-net-worth clients, trusts, estates, and small businesses, offering wealth management, discretionary portfolio management, and financial planning. The firm employs a customized advisory process combining fundamental and technical analysis with a long-term orientation and manages over $635 million in discretionary assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting
user avatar

Nicholas G

Series 65

Glastonbury, CT

Empower Financial Advisory, LLC

Nicholas Gerlach is a financial advisor at Empower Financial Advisory, LLC with three years of industry experience. He holds a Series 65 designation and has worked at several firms including Jasmac Inc, Winfield Funeral Home, Northwestern Mutual, and Mercer. Empower Financial Advisory provides wealth management, discretionary portfolio management, and financial planning services to individuals, trusts, estates, and small businesses. The firm employs a customized advisory process combining fundamental and technical analysis with a long-term orientation, managing over $635 million in discretionary assets across approximately 290 client relationships.

Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting
user avatar

Ronald W

CFP®, Series 63

Glastonbury, CT

Empower Financial Advisory, LLC

Ronald Williams Jr. is a CFP® with 36 years of industry experience, currently serving at Empower Financial Advisory, LLC since 2021. His prior experience includes roles at Securities America Advisors, Inc., SSN Advisory, Inc., and Securities Service Network, Inc. He is also licensed as an insurance producer. Empower Financial Advisory, LLC provides wealth management, discretionary portfolio management, and financial planning services to individuals, trusts, estates, and small businesses. The firm employs a customized advisory process combining fundamental and technical analysis with a long-term orientation, managing over $635 million in discretionary assets as of the end of 2025.

Wealth management Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")