Financial planning for the bold, the ambitious, and the badass.
Ready for a financial plan that allows you to pursue your passions and live your most authentic and powerful life?
2022 Honoree of InvestmentNews' 40 Under 40
Empowering Finance
is a wealth management and financial planning firm for passion-driven people who are focused on achieving their life’s dreams. We’re here to listen to your specific needs and to develop a financial plan for you that is as unique as you are. We treat our clients’ money as if it were our own, using evidence-based insights to empower you at every stage of your financial journey. At Empowering Finance, we know that you are the true driving force behind reaching your dreams. We want to enable you to follow your passions and live your most authentic and powerful life.
The Empowering Finance Promise
We are a fiduciary.
We are legally bound to put your interests ahead of our own.
Diversity and authenticity matter to us.
We are a woman-owned business, LGBTQIA+ friendly, and welcoming to anyone and everyone who needs an ally and friend with financial savvy.
Our services are fee-only.
We keep things simple: no surprise charges, no hidden fees, and the only way we get paid is solely from you. We have an hourly financial planning service or a flat fee option, no AUM charges here.
Our firm serves the bold, the ambitious, and the unconventional. If these words describe you, let’s chat!
