A complete list of active advisors currently associated with Powering Your Retirement

Warmer can help you find a great advisor at Powering Your Retirement or one who fits your needs even better.

Powering Your Retirement provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, managing roughly $81 million across about 162 client accounts with a two-advisor team. Services include tailored portfolio construction, asset allocation and monitoring, and one-time or hourly financial plans that cover retirement, tax, insurance and other planning topics. The firm uses a mix of analytical methods — charting, cyclical, fundamental, quantitative and technical analysis — and employs both long- and short-term trading strategies, generally implementing model allocations under discretionary authority while documenting clients’ risk tolerances. Clients receive periodic reviews and quarterly custodian statements; financial planning engagement typically concludes upon delivery of the plan unless additional services are contracted. Powering Your Retirement has business affiliations that are less common among its peers: a principal acts as a licensed insurance agent and the firm’s personnel perform tax preparation through an affiliated tax practice, and the brochure discloses these relationships and the firm’s procedures to address related conflicts of interest. The firm also notes use of ETFs that provide exposure to digital assets and precious metals and requires custody at a single institutional custodian, features that may influence product selection and execution relative to many similar advisers.

To learn more about the advisors currently working at Powering Your Retirement, 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.