Client Relations

Jon Roberts and Aimee Barnes

At Fi Plan Partners, relationships aren’t just important. They are everything. During Greg Powell’s decades of guiding clients, he has worked with clients to shape their financial lives and the futures of their families. In that spirit, we view our working relationship as a deep privilege and honor, one deserving the highest degree of professionalism. So, we don’t just seek to meet your needs. We seek to exceed them every day.

Our team approach allows for senior members of our firm to interact with clients such as you on an on going basis. The resulting relationship is based not just on listening but dialog, as we share information, concerns and opportunities. Not to mention success.

Our Services

As a fee-based firm, we earn our money by helping you succeed.

Fee-Based Investing

Fee-based, without commissions. Fi Plan Partners is fee-based in order to be the very best steward of your financial future and your long-term partner.

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Financial Planning

Your goals are yours alone. Our disciplined financial planning and private wealth management support you in the creation of long-term financial independence.

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Portfolio Strategies

Your unique needs call for individualized investment expertise. Because our team of portfolio specialists are in-house, the decisions we make reflect your financial plan.

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Client Relations

At Fi Plan Partners, relationships aren’t just important. They are everything, Exceptional service is the foundation of how we work.

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Schedule your appointment today.

Meet with us and begin planning your richer, fuller life.