EMPOWERMENT FINANCIAL ADVISORS LLC

Overview

Empowerment Financial Advisors LLC is a small, independent registered investment adviser that serves individual and family clients. The firm operates under an owner-managed structure and offers a mix of advisory services including financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Fee arrangements are a combination of a percentage of assets under management and hourly charges. Investment activity centers on liquid, manager-driven strategies rather than direct stock picking. The firm favors public funds and mutual funds as the principal building blocks for client portfolios, supplemented by annuity products for insurance or income needs. For clients who require private market exposure, Empowerment Financial Advisors LLC allocates to third‑party real estate managers rather than operating an in‑house alternative platform. The bulk of client relationships are managed on a discretionary basis, allowing the firm to implement model and manager allocations directly.

Assets & Accounts

Investments & Alternatives

Location & Offices