Financial Empowerment

Overview

Financial Empowerment is a small, single-owner limited liability advisory firm that focuses on portfolio management and financial planning for individuals, small businesses and business or institutional clients. The firm's filings show a clear tilt toward equities: exchange-traded securities represent the primary vehicle for client exposure. Advisory activity is delivered through fee arrangements that include a percentage of AUM, hourly charges and fixed fees, indicating flexibility to serve both ongoing portfolio relationships and discrete planning engagements. The firm is not flagged as an active ESG investor and is not registered as a multistate adviser or pension consultant. Its service mix is concentrated on direct portfolio management and financial planning rather than large-scale institutional allocation or third-party capital placement, which keeps the investment approach relatively straightforward and execution-focused.

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Public Holdings

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Location & Offices