FINANCIAL EMPOWERMENT LLC
SEC RegisteredDiscover financial clarity and confidence
About the firm
The firm provides personal, unbiased financial advice designed to bring clarity to options and confidence to decisions. With more than 60 years of combined experience, the team integrates clients' life values with financial goals to create plans and asset allocation strategies. Their primary service is a retainer relationship that includes both financial planning and investment management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Primary service is a retainer relationship that includes both financial planning and investment management. On occasion, comprehensive financial planning is offered on a project basis.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 27 | $6.8M |
| High Net Worth Individuals | 73 | $120M |
13 total clients reported on Form ADV.
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FINANCIAL EMPOWERMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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