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.

Why Should You Work with Us?

Five reasons


1. We have the strategies designed to grow your wealth: 3advisors pic


Our financial planning team rises above the competition by creating portfolio strategies designed to protect and grow your wealth.



2. We are a team of financial investment specialists:

You deserve a whole team of financial experts who will work with you to bring you to a higher quality of life.


Click here to meet your team of financial specialists


3. Our unique process called Your Financial House:
Your Financial House logo


Your Financial House© is designed to reduce your anxieties, enhance your strengths, and give you the knowledge to do both.





4. We put you first because we are independent:Greg with Client pic

You will find no corporate politics here because we are independent. Being an independent financial planning firm means unlike other companies, we have access to every investment, not just ones that look out for the interests of the company. We are independent. We put you first.



5. We have a proven track record:

Over 31 years in the financial service industry is a track record not many others have. Greg Powell, President and CEO, is an inductee to the Advisor Hall of Fame by Research Magazine, an honor reserved for those who are, according to the editors, "judged by the clients, their colleagues, and by industry notables as representing the very best the industry has to offer."