POWER FINANCIAL PARTNERS, LLC

Overview

Power Financial Partners, LLC is an independent registered investment adviser that positions itself as a capital allocator for both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals, small businesses and institutions, and selection of other advisers — a mix that suggests a consultative, multi‑channel delivery model. It charges on a percentage‑of‑AUM basis and also offers hourly and fixed‑fee engagements, which supports both ongoing advisory relationships and project‑based planning work. Investment activity is centered on pooled public vehicles rather than concentrated single‑name equity bets: the ADV shows a clear tilt toward mutual funds and other public funds as the primary vehicle for implementing asset allocation. The firm does not identify as an active ESG investor and is not registered as a multi‑state adviser. As a capital allocator that selects outside managers, Power Financial Partners appears to combine curated third‑party strategies with its own advisory overlays where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices