Client Relations

Adam Vansant

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 on dialogue as we share information, concerns, and opportunities.

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Team Members

Keri Fish
Chief Operating Officer
Work Phone: (205) 989-3498
kfish@fiplanpartners.com

Adam Vansant
Operations Specialist
Work Phone: (205) 989-3498
avansant@fiplanpartners.com

Ashley Page
Senior Vice President
JD, MBA, Wealth Consultant
Work Phone: (205) 989-3498
apage@fiplanpartners.com

Our Services

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

Financial Planning

Your goals and priorities are yours alone. Our financial planning process creates a blueprint to support your 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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Business Consulting

We help our clients with all assets, which includes wealth not invested in the market. From consulting on business acquisition to assisting in the smooth transition of businesses from one owner to the next, we are here to help every step of the way.

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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.