Michael Powers (CFP®, CPA)

Michael Powers focuses in the
following client markets or areas of practice:

  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

- Early retirees - Retirees - FIRE movement - medical and tech professionals

Additional Information

- Certified Public Accountant (CPA) - CERTIFIED FINANCIAL PLANNER™ - Over a decade of experience as a financial planner, plus an additional five years in public accounting for national and regional firms - Life and Health Insurance Consultant license in Virginia - 2017 Standing Ovation Award in Personal Financial Planning from the AICPA - Former Big Brother of the Year for Big Brothers Big Sisters of Central Virginia - Board Member, the Community Tax Law Project charitable organization - National Association of Personal Financial Advisors (NAPFA) registered advisor - Member, American Institute of Certified Public Accountants - Member, Financial Planning Association - Routinely volunteered with NBC 12’s Ask a CPA Tax Hotline

NAPFA Start Date

October 31, 2012

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This Office

3910 W Franklin St Richmond, VA 23221-1104 Phone: (804) 293-0397