Based in Cincinnati, Ohio, Gregory McDaniel is a fiduciary financial advisor with 34 years of industry experience. Gregory joined Empower Advisory Group in 2021, after four years at Charles Schwab & CO.. Empower Advisory Group offers financial planning, investment management, and educational workshops and is paid through a percentage of assets and flat fees.
One of 2460 advisors with offices in Cincinnati, and one of 1997 fiduciaries.
At a glance
Services through Empower Advisory Group
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowEmpower Advisory Group, LLCCurrent firm
- 2015 – 2019Charles Schwab & CO., Inc.Previously
Contact Gregory
(866) 575-4977Firm headquarters in Greenwood Village, CO. Ask for Gregory. Cincinnati, OHOffice · Get directions Firm websiteempower.com/eagIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Gregory
Tailored to Gregory’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
About Gregory
How do I contact Gregory?
Call Empower Advisory Group at (866) 575-4977 and ask for Gregory McDaniel. Gregory works from the Cincinnati, OH office.
How long has Gregory been a financial advisor?
Gregory has been in the industry since 1992, about 34 years. Top 2% by experience at Empower Advisory Group.
What licenses does Gregory hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Gregory a fiduciary?
Gregory is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gregory paid?
Empower Advisory Group reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Gregory for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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Cincinnati, OH 45236