A complete list of active advisors currently associated with Powers Capital Management

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

Powers Capital Management is a state‑registered independent investment adviser that works primarily with individuals and families, as well as trusts and small business owners, providing discretionary portfolio management alongside comprehensive financial planning and consulting. The firm advises on mutual funds, ETFs, equities, fixed income and cash equivalents, and may include alternative investments or assets held at an underwriting insurance company in client plans. The firm tailors recommendations to each client’s investment objectives and risk tolerance, implementing both strategic and tactical asset‑allocation approaches, regular rebalancing, and tax‑aware considerations. Powers Capital Management also uses third‑party model portfolios through the Advyzon Sphere program and draws on multiple methods of analysis — including fundamental, technical, cyclical, and modern portfolio theory — when selecting or allocating investments. Noteworthy relative to many peers, the firm operates an affiliated insurance agency and discloses devoting roughly 25% of its time to insurance activities; it may recommend insurance products and receive commissions for those sales, with such compensation disclosed as separate from advisory fees. The firm also exercises limited custody for some client accounts and combines fee‑only discretionary management with access to manager‑sponsored model programs, a mix that is less common among solo independent advisors.

To learn more about the advisors currently working at Powers Capital 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.