A complete list of active advisors currently associated with Power Plans

Warmer can help you find a great advisor at Power Plans or one who fits your needs even better.

Power Plans provides comprehensive financial planning and investment advice to individuals and families, with particular experience working with active and retired military personnel and small, family-owned businesses. Services include cash-flow and retirement planning, insurance and estate planning, education planning, and investment recommendations, with investment management made available primarily through third‑party managed portfolios. The firm’s investment approach emphasizes long-term, goal‑oriented portfolios constructed from mutual funds, ETFs and selected individual securities, with a focus on diversification and asset allocation and regular use of Morningstar research and advisory tools. Clients receive ongoing written updates and quarterly reports and are generally advised and supported rather than subject to discretionary trading or custody by the firm. Noteworthy features include a very small, sole‑practitioner practice that typically serves fewer than twenty individuals or families and a formal succession pattern in which most continuing investment relationships are referred to an affiliated advisor for ongoing management. The adviser operates on a fee‑only, non‑commission basis, provides detailed fund summaries and client education through regular reports, and maintains occasional pro bono and professional association involvement.

To learn more about the advisors currently working at Power Plans, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.