Empowering Finance, LLC

Overview

Empowering Finance, LLC is an independent, individually owned advisory firm that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates on a fee model that relies on hourly charges and fixed fees rather than AUM-based billing. Its advisory work centers on personalized planning and discretionary portfolio management; the firm is not positioned as a capital allocator or pension consultant and does not identify as an ESG-focused investor. Empowering Finance is state-registered in California and also shows registrations in Hawaii and Oregon. Its client base is concentrated on individuals and families rather than institutional clients.

Assets & Accounts

Public Holdings

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Location & Offices