Powerhouse Financial Advisors, Inc.

Overview

Powerhouse Financial Advisors, Inc. is an independent, privately owned registered investment adviser operating as a corporation. The firm positions itself as a capital allocator for individual and family clients, combining advisory services with insurance and other financial product distribution. Fee arrangements reported include percentage-of-AUM billing plus hourly and fixed-fee engagements. Advisory capabilities listed by the firm cover financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of third‑party advisers. The firm also functions as an insurance broker and salesperson of other financial products, which aligns with its use of annuities as part of client solutions. The profile indicates the firm does not identify as an active ESG investor and operates within a single state.

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Investments & Alternatives