Investing Insights eNewsletter


Featured Interview

Robert Moore, LPL Financial InterviewRobert Moore, President of LPL Financial talks with Greg Powell about the future of investing and how the financial world is changing. Watch here.


Current Market Outlook

Current Economica and Market Outlook
For the latest financial market outlook from our Portfolio Strategies Team click here.


Podcasts: Investors' Insights

Investors' Insights Podcast

Click here to listen to our Investors' Insights podcast


Account View Resource Center24 hour client account view


More News here.

Giving Back to the Community

Greg Powell pic






"No one is successful or fulfilled unless they touch the lives of people around them."

- the creed by which Greg Powell lives and
conducts his life


Below is a list showing our commitment to giving back
to the community

You mean more than business to us. Birmingham and the beautiful suburb of Hoover is our home. We love the Magic City and the people in it, and it’s our honor and responsibility not only to contribute our expertise, but also to lend a hand in our community. Each of us here enjoys supporting, sponsoring, and advising many inspiring and uplifting events and organizations in our area.


The Birmingham Baron's

Barons LogoIn 2005, we were chosen to be the Wealth Consultants to the Birmingham Barons, the AA Minor League Baseball Team that acts as a farm team for the Chicago White Sox.

Alabama Commission on Improving State Government

Governor Bentley and Greg Powell

Greg Powell was appointed by Governor Robert Bentley to serve on the Alabama Commission on Improving State Government.

(View Governor's Office Press Release here.)

Savela Solutions

Greg Powell serves on the Pangeatwo Board of Directors.


National Federation of Business

NFIB logo

Greg Powell serves on the Boad of Directors and is the former chair for the NFIB of Alabama. He is NFIB's 2009 Small Business Champion for the state of Alabama as well as the entire Southern Region.


Business Council of Alabama

Business Council of AL logo
Greg serves on the Board of Directors for the Business Council of Alabama


Birmingham Business Alliance

Birmingham Business AllianceGreg serves on the Board of Trustees for the Birmingham Business Alliance

University of Alabama Birmingham


Quint Cook is the Chairman of the University of Alabama Birmingham Professional Advisor Council Executive Board

Continuing Legal Education of Alabama

CLE Alabama

fi-Plan Partners works with and supports the Continuing Legal Education of Alabama


Samford University

Samford Univ. LogoGreg Powell, is a member and former President of Samford University’s Alumni Association and is the former Chairman of the Samford University Brock School of Business Advisory Board. He is also involved in Samford's Athletic Foundation.


The Aldridge Botanical Gardens

Aldridge Gardens Logo


Greg Powell is on the Board of Directors for the Aldridge Botanical Gardens in Hoover, AL.


The Rise School of Tuscaloosa

Stallings 1fi-Plan Partners supports the Rise School in Tuscaloosa, AL, “where special kids shine” in a unique environment for young children with physical disabilities.

Stallings 2Stallings 3

Special EquestriansSpecial Equestrians logo

Greg Powell is a former Chairman of the Board of Directors for Special Equestrians, a therapeutic horseback riding program designed for people with special needs.




Camp Smile-A-MileCamp Smile-A-Mile logo

We’re delighted to continue to be a corporate sponsor for Camp Smile-A-Mile, Alabama’s program for children with cancer, providing weekend family camps, single-day events, and summer camp for tots, kids, and teens with cancer. Greg Powell serves on the Advisory Board and Scholarship Committee and was the former President of the Board of Directors. Quint Cook serves on the Board or Directors.


The Boy Scouts of America
boy scouts logo

Quint Cook is a Committee Memeber and Assistant Scout Master for Troop 533 of the Boy Scouts of America.



Prince of Peace Catholic School

Prince of Peace Logo

Greg Powell is a founding board member of Prince of Peace Catholic School.




YMCA logo

Greg Powell is a board member of the YMCA of Greater Birmingham, Hoover, AL branch.

Hoover Chamber of CommerceHoover Chamber logo

fi-Plan Partners is a member of the Hoover Chamber of Commerce and Greg Powell serves on the Board of Trustees.