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 advises individuals (including high‑net‑worth clients) and provides services to corporations and employee benefit plans, offering discretionary investment management, financial planning, and pension consulting. The firm charges advisory fees based on assets under management and, as disclosed, manages roughly $329.5 million in discretionary assets across about 575 client relationships supported by a four‑advisor team. Its investment approach emphasizes ETF-based, asset‑allocation portfolios with a focus on quality securities, current income, and dividend‑reinvestment strategies intended to grow an income stream over time; the firm combines fundamental and technical analysis and periodically rebalances accounts. In addition to direct account management, it uses platforms to review and rebalance held‑away retirement plan participant accounts and may allocate portions of client assets to unaffiliated independent managers when appropriate. What is noteworthy relative to peers is the combination of employer‑side pension consulting and held‑away participant account management alongside traditional retail portfolio management, and the routine inclusion of financial planning for managed‑account clients. The firm operates with a relatively small advisory team given its asset base, uses a third party to monitor class‑action recoveries, and generally leaves proxy voting decisions to clients.

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.