A complete list of active advisors currently associated with Powwow, LLC

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

Powwow, LLC is a solo registered investment adviser that serves individuals (including high-net-worth clients), charitable organizations, corporations, and state or municipal entities. The firm provides comprehensive financial planning—including retirement, tax-aware planning, estate and elder-care considerations—alongside investment management delivered primarily through recommendations and oversight of third‑party money managers. The firm’s investment approach emphasizes passive portfolio construction and the use of outside managers; Powwow reports no discretionary assets under management and supervises mostly non‑discretionary accounts where clients or chosen managers retain trading authority. Its advisory services are delivered through project-based plans, hourly engagements, and an ongoing subscription‑style membership that allocates a set number of planner hours over a year. Powwow is noteworthy among peers for combining a subscription membership model with a predominantly non‑discretionary business model—both features that are uncommon for independent solo advisers. The firm also offers public seminars and speaking engagements and provides consulting to other advisers and to employer/municipal benefit matters, reflecting a broader mix of educational and pension‑related advisory activity than is typical for a firm of its size.

To learn more about the advisors currently working at Powwow, 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.