FINANCIAL EMPOWERMENT LLC

Overview

Financial Empowerment LLC is an independent registered investment adviser that serves individual and family clients, along with small-business owners. The firm focuses on financial planning and discretionary portfolio management, favoring pooled public funds and mutual funds as the backbone of client portfolios rather than concentrated single-stock strategies. Financial Empowerment LLC does not operate as a capital allocator to private fund managers and is not positioned as a pension consultant or multi-state adviser; it maintains a relatively compact client base and a mixed fee model that combines percentage-of-AUM billing with hourly and fixed-fee engagements. Advisory work centers on comprehensive planning and ongoing portfolio oversight for individuals and families. The firm is not an active ESG investor according to filings and its configuration indicates hands-on discretionary management — the entire reported asset base is discretionary, which points to frequent rebalancing and tactical asset allocation within client mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices