Michael Powers (CFP®, CPA, PFS™)

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

- Retirees and those nearing retirement - Health insurance options before Medicare - mid to late-career professionals - DIY investors with complex planning needs - Tax planning

Additional Information

- Certified Public Accountant (CPA) - Personal Financial Specialist (PFS) - CERTIFIED FINANCIAL PLANNER™ (CFP®) - 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, XY Planning Network - Routinely volunteered with NBC 12’s Ask a CPA Tax Hotline - Featured in: CNBC, Investment News, The Values Based Mindset Experience podcast, Sound Dollar

NAPFA Start Date

October 31, 2012