mPower is an approach that is capable of so much. It combines the ease of online investing with personalized one-on-one financial planning. A truly hybrid design, it empowers you to confidently sit in the driver’s seat with your investments, knowing you have oversight and guidance from a team of seasoned experts.
mPower truly offers the best of both worlds. Easily manage your investments with our cutting-edge online planning technology through Betterment, while gaining access to real-life financial planning experts who can guide you to the best financial path.
It may seem obvious, but it’s near impossible to plan your financial future without identifying your end-goals. While risk tolerance is certainly part of the equation, it isn’t the only factor guiding your financial plan. Our platform is designed to make financial recommendations based on your long-range or short-term goals. Imagine that.
It’s easy, really. Built on Nobel-prize winning research, our state-of-the-art online investment platform aims to offer strong investor returns. Through one-on-one counsel, auto-rebalancing, healthy portfolio diversification, and tax-loss harvesting, mPower clients can expect much more than a typical DIY investor. What’s better is that we don’t require a minimum balance to get started. Put down your DIY financial planning paintbrush or hammer, mPower is here to help.
We recognize the benefit of combining advice from financial planning experts with personal control, so we created an investment platform that does just that. By leveraging the value of state-of-the-art technology through Betterment and pairing that with personalized advice, you have all the right tools to invest with confidence.
mPower is on, even when you’re off. Our system’s algorithm looks for ways to keep your portfolio allocation balanced and tax-efficient. After deciding on the best asset allocation that’s in-line with your pre-determined goals, mPower will make sure it’s maintained. Leave it to us.
Security and privacy are a top priority. mPower uses the strongest browser encryption available and stores all data on servers in a secure facility. Your information will never be shared with any third party without your permission. Think of us as your vault.
Our low cost structure leaves you with more money to invest. For just $0.0055 annually on every $1 invested, you have access to our smart technology built by Betterment and financial planning experts.
George has been in the financial services industry for over 14 years with extensive experience both as an advisor and a Supervisory Principal. While being awarded with many honors as a top producer, management leader and service leader, the reward George covets most is the satisfaction of helping clients achieve their personal goals and fulfilling their purpose.
George loves being in the great outdoors, whether he's camouflaged in the woods or casting a line in the ocean.
For over 8 years, René has been helping institutional clients, families and individuals plan for their future. As a certified financial planner carrying a Master’s degree in finance, René has the intimate knowledge of the steps that need to be taken in order to reach financial goals.
René's wife and two children fill up all of his spare time--and he wouldn't want it any other way.
With a keen focus on wealth management, retirement planning, insurance needs, and college savings for individuals and families, Steven puts his 10+ years of financial and banking industry knowledge to good use. His analytical and pragmatic approach to serving clients allows them to always see the big picture with every financial decision they make.
Steven loves taking in the fresh air while hiking, fishing, golfing and attending college football games.