POWERS FINANCIAL GROUP, LLC

Overview

Powers Financial Group, LLC is a small independent registered investment adviser focused on financial planning and portfolio management for individuals, families and small businesses. The firm combines advisory work with insurance brokerage, offering fee arrangements that include a percentage of assets under management and hourly charges. Investment activity is concentrated in equities and exchange-traded instruments, with selective use of mutual funds and corporate debt to provide fixed-income exposure. The firm is not an active ESG investor and is not registered as a multi-state adviser. Service emphasis is on tailored financial planning and hands-on portfolio oversight rather than large-scale capital allocation or institutional fund sponsorship. Given the client base and average account size, the firm operates in the mass-affluent segment, providing discretionary management for most client relationships while retaining some non-discretionary mandates.

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Public Holdings

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Location & Offices