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William P

CFP®, Series 63

Highland Hts., OH

Powers Investment Advisory Corporation

William Powers is a CFP® with 43 years of industry experience. He has worked at Powers Investment Advisory Corporation since 1984 and previously spent 30 years at Cadaret, Grant & Co., Inc. In addition to his advisory role, he provides income tax preparation services in Highland Heights, OH. Powers Investment Advisory Corporation is a small, co-owned firm serving individual and high-net-worth clients with discretionary asset management and ongoing portfolio monitoring. The firm uses fundamental analysis and multiple research sources to build portfolios focused on income generation, incorporating a range of investment types tailored to client goals and restrictions.

Income planning Tax-loss harvesting
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Andrew P

CFP®, Series 63, Series 65

Highland Hts., OH

Powers Investment Advisory Corporation

Andrew Powers is a CFP® professional with 21 years of experience in the financial services industry. He is a principal at Powers Investment Advisory Corporation, a firm he has been associated with since 2005. His prior experience includes roles at Cadaret, Grant & Co., Inc., and LPL Financial. Powers Investment Advisory Corporation is a small, co-owned advisory firm serving individual and high-net-worth clients with discretionary asset management and ongoing portfolio monitoring. The firm emphasizes fundamental analysis and uses multiple research sources to construct income-focused portfolios tailored to client goals and restrictions.

Income planning Tax-loss harvesting
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