Empowering Financial

Overview

Empowering Financial is an independent registered investment adviser organized as a sole proprietorship and owned by an individual. The firm serves individual and family clients and charges either a percentage of assets under management or fixed fees. It acts as a capital allocator, directing client capital to third‑party managers where appropriate, and does not position itself as an active ESG investor. Advisory services center on financial planning and portfolio management for individuals and small businesses, along with selecting other advisers and running educational seminars or workshops. The business also operates in adjacent roles as a real estate broker, insurance broker, and accountant, which can influence product sourcing and client solutions.

Assets & Accounts

Investments & Alternatives