A complete list of active advisors currently associated with Power Wealth Management

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

Power Wealth Management serves individuals, estates and trusts with holistic wealth management, discretionary portfolio management, and standalone financial planning, and also provides non‑discretionary retirement plan consulting and participant education. As of 12/31/2025 the firm reported roughly $430 million in discretionary assets, about 250 client relationships, and a team of seven advisors. PWM typically implements discretionary investment programs guided by its Investment Committee and advisors, allocating across individual equities, ETFs, mutual funds, fixed income and, where appropriate, private funds; it also subscribes to third‑party model strategists through Orion Communities and may recommend separate account managers. The firm’s disclosures note that certain separately managed accounts may employ derivatives (including options) and permit client‑elected borrowing (margin), and it describes the attendant option and margin risks and policies. Distinctive elements in the brochure include periodic complimentary educational workshops for the public, retirement‑plan participant seminars, and a related retirement‑workshop consulting business that supports other advisers—activities the firm discloses as potential conflicts of interest. The brochure also highlights the firm’s affiliation with an insurance agency and use of the AE Wealth Management platform and outside managers, arrangements that can introduce additional third‑party fees and separate manager relationships.

To learn more about the advisors currently working at Power Wealth Management, 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.

You can also browse Power Wealth Management's office locations.