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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

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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