Our Company

Building a legacy with a trusted partner

At Powell Financial Group, we understand how your accomplishments, passions, and dreams for the future make you unique. What sets us apart is our ability to integrate these nuances into solutions tailored to help you fulfill your retirement objectives.

Our philosophy is grounded in:

  • An unwavering commitment to a research-driven process
  • Providing a custom plan to fit your daily needs and future goals
  • Helping you to preserve the legacy you hope to pass on to loved ones and/or charities
  • Independence from product limitations or proprietary products
  • Our choice to partner with Commonwealth Financial Network®—an independent broker/dealer with more than 30 years' history and a client-centric service model

An independent and objective perspective

At Powell Financial Group, the overriding principle that our clients' best interests are a hallmark of the relationships and reputation we have built over the past quarter of a century. In prosperous and challenging times alike, a steadfast commitment to earning your trust and satisfaction guides everything we do. You can count on the fact that your goals, expectations, and risk tolerance drive every investment recommendation we make.