A complete list of active advisors currently associated with Powers Advisory Group, LLC

Warmer can help you find a great advisor at Powers Advisory Group, LLC or one who fits your needs even better.

Powers Advisory Group, LLC provides discretionary investment management, financial planning, and pension consulting to individuals (including high net worth clients) and to corporations or other businesses, managing $329,500,201 on a discretionary basis for about 575 clients and advising on an additional $29,560,210 of held-away assets. The firm operates with three investment adviser representatives and offers services to both individual investors and plan sponsors. The firm’s investment approach centers on asset allocation and security selection with an emphasis on quality, current income, low internal expenses, and dividend reinvestment strategies implemented principally through ETF portfolios that are periodically rebalanced. Powers Advisory Group combines fundamental and technical analysis in its research and manages client accounts on a discretionary, fee-only percentage-of-AUM basis. What is distinctive about the firm is its scale relative to its adviser count and its explicit service model for held-away defined contribution/participant accounts using a third‑party platform while avoiding custody, alongside traditional pension consulting for plans. The brochure also notes that financial planning is typically included for investment management clients (with a standalone fixed-fee option available to non-managed clients that can be waived if they become clients within six months), the firm does not vote client proxies, and it uses a third party (Chicago Clearing Corporation) for class-action claim monitoring.

To learn more about the advisors currently working at Powers Advisory Group, LLC, 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.