Empowering People.
Empowering Communities.

Driven by values. Defined by impact.

At Empower, our values drive our success, define what we believe, and guide how we work now and in the future. They guide how we show up for our associates, clients, and communities because we believe that empowering people—internally and externally—creates stronger outcomes for everyone.

  • Vision

    To transform financial lives through advice, people, and technology

  • Mission

    To empower financial freedom for all

Our values. Our culture.
Our values: customer obsessed. Accountable. Growth mindset. Constantly improving. Inclusive. Our culture: We do the right thing. We own it. We lead. We simplify. We collaborate.

Our values are reflected in our culture

We live our values every day — in how we think, lead, and work together.

Our approach

We believe doing the right thing means understanding, supporting, and leveraging the unique differences and collective similarities that make each of us valuable. Our social impact philosophy is rooted in one shared value: When individuals and communities thrive, our business is better positioned to innovate, perform, and lead responsibly.

Our social impact strategy is centered on two mutually reinforcing focus areas—empowering people and empowering communities—which guide how we invest in our associates, strengthen our culture, and support the communities we serve.

  • Empowering people

    Creating an inclusive, engaging, and growth-oriented environment where associates can thrive.

  • Empowering communities

    Investing in communities through access, education, financial well-being, and partnerships that drive lasting change.

In 2025, our impact speaks volumes about who we are. It reflects our values in action — and it’s our associates who bring those values to life every day.

Ed Murphy, President and CEO

Inclusiveness is foundational to who we are. By fostering a culture of belonging, we empower associates to do their best work, strengthen how we serve our customers, and accelerate our company’s success.

Suzanne Sanchez, Chief Human Resources Officer

Program highlight:

Neurodiversity in the Workplace

Neurodiversity at Work (N@W) is Empower’s structured apprenticeship and hiring program that uses skills-based assessments and targeted support to transition neurodivergent talent into full-time roles. Since 2022, the program has delivered strong hiring and retention outcomes while strengthening inclusive leadership and expanding our talent pipeline.

Business Resource Groups

Business Resource Groups (BRGs) are voluntary, employee-led communities open to all associates aiming to strengthen culture, collaboration, and belonging through inclusive programming. Supported by two senior leader executive sponsors and organizational funding, BRGs enable both internal initiatives and community sponsorships. 

In 2025, Empower’s eight BRGs delivered more than 100 initiatives—including guest speakers, professional development seminars, financial literacy sessions, and volunteer activities—creating meaningful opportunities for learning, connection, and engagement while aligning associate passions with business priorities and community impact. 

Together, these initiatives helped strengthen associates' financial literacy and deepened understanding of Empower’s products and services. 

Associate Recognition and Engagement

Empower Milestones, Values, and Performance (EMVP) is our values-based recognition program designed to foster frequent, timely, and public appreciation across the organization. Through a live, enterprise-wide recognition stream, associates can recognize one another regardless of location. Managers receive a monthly allocation of points to reward contributions, and associates can redeem points for gift cards, merchandise, experiences, or charitable donations—allowing recognition to be both meaningful and personalized.

In 2025, associates shared more than 170,000 recognition posts, with over half of Empower associates receiving recognition from their peers. Engagement was further amplified during a special one-month campaign in which all individual contributors were given points to recognize others. By bringing visibility to everyday contributions and reinforcing our values, EMVP helps us strengthen connection, engagement, and appreciation across teams, while providing leaders with greater insights into the impact the associates on their teams make each day.

Male and female Empower associates hold DCIAA awards

Empowering Communities

Empower supports the communities where our associates live and work by amplifying the causes they care about most. Through volunteerism, nonprofit board service, and matching contributions, associates invest their time, talent, and resources to create meaningful local impact. These efforts are brought to life through our Associates, Community, Together (ACT) Program, which enables and scales community engagement across the organization.

As the core of Empower’s community engagement strategy, ACT focuses and scales our enterprise-wide efforts. Guided by associate interests and informed by community needs, the program helps direct our collective time, talent, and resources toward creating meaningful, lasting impact. ACT 2025 results include:

This work is ultimately about people — how we listen, how we lead, and how we show up for our communities. Together, we will continue to advance equity, strengthen belonging, and build a future shaped by shared opportunity.

LaTisha Brandon, Vice President Diversity, Inclusion, and Community Engagement

Associates in Action

Action Committees, a key ACT initiative, are associate-led teams in major office locations that aim to champion local volunteer efforts and build long-term partnerships with trusted community organizations. In 2025, Empower’s Action Committees hosted more than 180 virtual and in-person events, contributing thousands of volunteer hours to causes that included food insecurity, education, financial literacy, and scientific and historical research. Action Teams further unite associates around team-based fundraising events nationwide, supporting organizations such as the American Lung Association, the American Foundation for Suicide Prevention, and the Alzheimer’s Association.

To expand access to community service opportunities, Empower provides 16 hours of paid volunteer time annually, enabling associates to support schools, youth programs, and other local initiatives. We further amplify impact through Action Matches, which double associates’ financial and volunteer contributions. Empower also supports associates who serve as nonprofit board members and, in 2024, launched the Nonprofit Board Training and Development Program to equip associates at all levels with the skills and confidence needed to drive meaningful community outcomes.

Empowering Small Businesses

Empowering communities also includes helping investors align their financial goals with their values. Our commitment to empowering communities extends beyond charitable giving. Through our Supplier Diversity Program, Empower invites all qualified suppliers to participate in our procurement process, and we are proud to have small businesses as an important part of our supply chain. A broad, competitive supplier base strengthens our business and drives better outcomes.

All sourcing decisions are made based on business need, with a focus on quality, value, and performance. By encouraging participation across our supplier ecosystem, we optimize our portfolio while fostering innovation, resilience, and cost effectiveness—supporting economic growth in the communities we serve.

Looking Ahead

Our impact is reflected not only in our numbers, but in the experiences of our associates and partners. Quantitatively, we saw strong participation across recognition, development, volunteering, and giving programs, alongside continued growth in community investment throughout 2025. Qualitatively, associates reported greater connection, belonging, and purpose - reinforcing the importance of an inclusive culture and community engagement as drivers of engagement and performance. 

As we look ahead, our focus remains on deepening impact across both empowering people and empowering communities - building on the strong foundation already in place by enhancing our programs, tools, and measurement capabilities. This includes continued investment in talent development, community engagement infrastructure, supplier partnerships, and expanded investment options to meet client preferences. We will also continue refining how we measure impact, using data, feedback, and insights to guide decisions and improve outcomes. 

 Our goal is not just to do more, but to do better by scaling what works while remaining responsive to evolving needs.