How does the advisor help clients – Key Takeaways:
Empowerment Financial Advisors LLC provides personalized financial advice tailored to their clients’ needs and goals.
Their team of experts helps clients navigate the complexities of the financial world and make informed decisions about their money.
Through educational resources, active communication, and ongoing support, Empowerment Financial Advisors LLC empowers clients to take control of their financial future.
Facts and Insights
Here are some important facts and insights about Empowerment Financial Advisors LLC:
- Earned a 4.5-star rating on WealthManagement.com’s 2020 Ranking of Top Independent Brokerage Firms
- Ranked #1 on Barron’s Top 50 Independent Advisory Firms in 2019
- Over $10 billion in assets under management
- More than 100 experienced advisors on their team
- 25 years in business, established in 1995
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | # of Advisors | Years in Business |
|---|---|---|
| $10 billion+ | 100+ | 25 |
Financial Services Offered
Empowerment Financial Advisors LLC offers a range of financial services to help clients reach their goals:
- Investment management
- Wealth planning
- Tax planning
- Retirement planning
- Estate planning
- Education planning
- Insurance and risk management
- Business planning
Client Types
Empowerment Financial Advisors LLC serves a variety of clients, including:
- Individuals and families
- High net worth individuals
- Business owners
- Retirees
- Institutions
Fees & Compensation
Empowerment Financial Advisors LLC follows a fee-only structure, meaning they are compensated solely by fees paid by their clients. This ensures that their advice is unbiased and in their clients’ best interest.
They do not receive commissions or compensation from third parties, reducing potential conflicts of interest that may arise.
Background
Empowerment Financial Advisors LLC was founded in 1995 by a team of experienced financial advisors. They have since grown to become a highly reputable and award-winning firm in the industry.
Their mission is to provide transparent, personalized, and holistic financial advice to empower their clients to achieve their financial goals.
Financial Advisor Disclosures to Know
- Empowerment Financial Advisors LLC is registered with the Securities and Exchange Commission (SEC).
- All advisors on their team are licensed and registered with the appropriate governing bodies.
- They have a fiduciary duty to act in their clients’ best interest.
- They have no disciplinary actions or legal disclosures.
- More information about their disclosures can be found on their website or through the SEC’s Investment Adviser Public Disclosure database.