Empower House Financial Group

What we do for you

We empower you to live the life you want with confidence and purpose through a smart investment approach and wealth planning process that aligns your wealth with the stages and seasons of your life.

Each client we work with is more than a portfolio. You bring us your goals, worries, hopes, and dreams and we adopt them as our own. We offer tools, resources, education, and a network of expertise that extends far beyond finance to support and guide you in whatever comes your way. We will help you efficiently save for your child's college and create a plan to care for elderly parents. We will guide you through unexpected career transitions and planned retirement. We can be counted on during divorce or the loss of a spouse. We understand women's unique financial needs and how to help maximize their wealth in all phases of life.

As a family business, we have been successfully managing people's money for three generations. Over the past 70 years, we've learned first-hand that life can be unexpected and unexpectedly beautiful at the same time. This helps us bring you the financial expertise to make the most of how you're living today and how you want to be living tomorrow.

What makes us different is what makes us better:

Perspective We’re a three-generation family team, providing you with continuity, and a seasoned perspective.
Reputation We’ve been part of the community since the 1950’s, committed to offering you stellar service and creating a reputation we’re proud of.
Experience As one of the larger practices in the area, we frequently work with individuals and extended families, giving us the kind of experience that will help us successfully work with your family, whatever its dynamics and goals.
Expertise & Education Because we stay on top of industry headlines and trends and know how to simplify complex financial information for our clients, our team member, Nora Yousif, is regularly asked to present seminars and comment on personal finance topics by the media. She has been featured on NBC Boston, Channel 5 ABC, NECN, WBZ news radio, 106.7FM, CNBC, Forbes and Yahoo! Finance.
Knowledge In addition to being a CFP®, Nora Yousif completed her MBA at MIT Sloan, a program immersed in quantitative analysis and advanced investment techniques developed by some of the most intelligent minds in the world of business and finance.
Service Our team members going to work for you are top notch. Joanna Bishop has received the RBC Award of Excellence twice. This is awarded to employees who consistently go beyond expectations for their clients.

The 2023 Forbes "Top Women Wealth Advisors" and "Top Women Wealth Advisors Best-in-State" award was announced February 2023. Data as of 9/30/2022. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2023 "Forbes Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State" award was announced August 2023. Data as of 3/31/2023. SHOOK considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

The 2024 Forbes Best-In-State Wealth Management Teams award was announced January 2024. Data as of 3/31/23. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

The 2024 Forbes "Top Women Wealth Advisors" and "Top Women Wealth Advisors Best-In-State" award was announced February 2024. Data as of 9/30/2023. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. SHOOK is a registered trademark of SHOOK Research, LLC. For more information, go to <a href="https://www.SHOOKresearch.com">www.SHOOKresearch.com</a>.

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September 11, 2024

Global insight monthly
September 11, 2024

Global insight: Global equity perspective

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We're hiring a Senior Financial Associate to join our growing team! We're seeking someone exceptional with over 10 years of experience, obsessed with client service & response times, a credentialed CFP who is fully licensed, and a personal finance nerd :) . If this sounds like you or someone you know, please private message me for more information on the application process.

In honor of Mother’s Day Sunday, this is an appreciation post for my mother. I cannot remember a time in my life where my mom wasn’t teaching me something about being a strong, determined, independent woman. She left a war ridden country as a teenager and came to the US seeking a better life for herself and future family. She taught herself English, overcame divorce, loss of an ex spouse while raising two kiddos on her own and building a business based on her passion and values. While I chose a different industry, I bring the lessons she taught me to my work every day. They serve as the foundation of MY passion to financially empower women in all stages of life. Hence the creation of the exclusive segment of our practice the EmpowHER House Financial Group and my involvement in women-focused non profits. Thank you Mom, for being tough, hilarious, and an inspiration to not just me, but everyone you meet. #mothersday #mompreneur #toughasnails

Family attorneys and divorce professionals - stop scrolling. You definitely want to RSVP. Join us for this first-of-its-kind program, “Finance Considerations for Family Law and Fiduciary Litigation Attorneys”. This online event is hosted by Social Law Library on May 8th from 4-6pm and is open to members and non-members. As a Certified Divorce Financial Analyst and Financial Advisor heavily focused on helping clients during and after divorce, I’ll be on the panel joined by Lisa Cukier, Marc Bello, Andrea Nelson, and Janice Bernier. Together we will cover: • Valuation techniques in divorce cases • Trusts and estate asset and marital asset valuation essentials • Forensics: Finding missing money in family law and fiduciary litigation matters • How Social Security benefits work for divorcees & how benefits can be equalized • How college financial aid rules relevant to a divorce are changing this fall • When & how is best to sell a home during a divorce and qualifying for a mortgage • Assessing if the soon-to-be divorcee will be okay financially I hope you will join us. In the meantime, drop the best bit of marriage (or divorce) advice you ever got in the comments below. Dad jokes welcome. To register -> Finance for Family Law and Fiduciary Litigation Attorneys (socialaw.com). #divorce #finances #knowledgeispower

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We are also honored to be recognized as a Forbes Best-in-State Wealth Management Team in 2024.

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