Powers Advisory Group, LLC

Powers Advisory Group provides discretionary investment management, financial planning, and pension consulting to individual and high-net-worth clients as well as corporate retirement plans. The firm reports managing roughly $250.9 million on a discretionary basis with additional assets under advisement and serves clients through a mix of portfolio management, planning, and plan-level consulting services.

Its investment approach emphasizes asset allocation and security selection with a focus on quality, income generation, and low internal costs; the firm highlights dividend-producing securities and dividend-reinvestment strategies implemented across ETF-based portfolios that are periodically rebalanced. The adviser uses both fundamental and technical analysis, manages most accounts on a discretionary, fee-only basis, and offers a held-away service to review and rebalance defined-contribution participant accounts via an unaffiliated platform without taking custody.

Distinctive aspects include a small advisory team (three advisors) overseeing more than $200 million in AUM and an explicit program to manage held-away retirement accounts while disclosing no compensation from the platform. The firm also discloses that it does not vote client proxies (clients retain proxy voting), provides financial planning at no additional charge to its investment management clients (with a standalone planning fee for non-managed clients that may be waived if they become managed within six months), and engages a third-party service for class-action claim monitoring.