A complete list of active advisors currently associated with Read & Powell Financial Services, LLC

Warmer can help you find a great advisor at Read & Powell Financial Services, LLC or one who fits your needs even better.

Read & Powell Financial Services provides discretionary portfolio management and comprehensive financial planning to individuals, high‑net‑worth clients, and select charitable organizations, overseeing roughly $159.7 million across more than 500 client relationships. Services include ongoing portfolio management, written financial plans and access to wrap advisory programs; investment management is generally charged on an asset‑based basis. The firm develops individualized investment policies through in‑depth interviews to establish objectives, time horizon, risk tolerance and liquidity needs, and implements portfolios across a range of securities including equities, fixed income, mutual funds, ETFs and certain alternative interests. Portfolios are managed on a discretionary basis with quarterly reviews, periodic rebalancing, and the use of fundamental and technical analysis alongside mutual‑fund/ETF due diligence to guide security selection. Two features distinguish the practice from many peers: the firm sponsors client participation in the Fidelity Managed Account Xchange (FMAX) wrap program and leverages the platform’s analytic and FinTech tools for model construction and reporting, and key firm personnel are partners in an affiliated accounting firm that routinely cross‑refers clients. The brochure discloses that those accounting partners devote the majority of their time to the accounting practice and identifies the referral and insurance relationships as potential conflicts of interest that are disclosed to clients.

To learn more about the advisors currently working at Read & Powell Financial Services, 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.