Our Process

Portfolio Strategies


Your unique needs call for individualized investment expertise. Because our team of portfolio specialists is in-house and has a keen understanding of your individual objectives, the decisions we make directly reflect your goals, values, and, of course, your Financial Blueprint.

Strategy, not Selling.

Funny thing happens when we’re not locked into selling products. We can make recommendations that are right for you not for a brokerage firm’s bottom line. With a focus on financial planning and private wealth management, we rely on a wide range of research and investments. With this freedom, you benefit from a strategy based entirely on your financial goals.

Investment Process

It begins, as it should, with research and data gathering. Then, in daily team meetings, we share our findings, discuss their implications, conduct analysis, and brainstorm. Unlike most advisors, we don’t outsource our portfolio strategies. Instead, our hands-on approach removes the filters and biases of others, ensuring portfolio decisions reflect your financial blueprint.

Investment Philosophy

Financial freedom doesn’t happen overnight. It’s not the short-sighted thinking of tactical selling or preset sell indicators. Instead, it’s step by step, year after year. That’s the only way to build wealth and preserve it, whether the goal is to amass a portfolio or generate income.

At the same time, we grow assets through long-term strategic allocation, making prudent adjustments to your portfolio as new circumstances arise. But, regardless of what shifts are made in your portfolio, we always measure success by the Financial Blueprint created at the beginning of our relationship.

Build Your Financial Security

The more financial security you enjoy, the more choices you have in life. That’s why planning and building Your Financial House® are so important. Because when you plan and build, you can lead a fulfilling life today while looking toward the future with confidence and promise.

Portfolio Strategies Services

  • Equities & ETFs
  • Corporate & Municipal Bonds
  • Mutual Funds
  • Precious Metals
  • Alternative Investments
  • Fixed and Variable Annuities
  • Investment Advisory Services / Fee Based
  • Comprehensive Reporting
  • Stock Option Evaluation
  • 401(k) Education & Evaluation
  • Institutional Asset ManagementFixed Income Strategy

Note: Investing involves risk including the potential loss of principal. No strategy ensures success or protects against a loss.

Team Members

Greg Powell

Greg Powell


President/CEO

CIMA®

Work Phone: 205-989-3498

gpowell@fiplanpartners.com

Bobby Norman


Managing Director

CFP®, AIF®, CEPA®

Work Phone: 205-989-3498

bnorman@fiplanpartners.com

Trey Booth

Trey Booth


Chief Investment Officer

CFA®, AIF®

Work Phone: 205-989-3498

tbooth@fiplanpartners.com

Adam Vansant

Adam Vansant


Vice President

AIF®, BFA

Work Phone: 205-989-3498

avansant@fiplanpartners.com

Ty Miller


Associate Vice President

AIF®

Work Phone: 205-989-3498

tmiller@fiplanpartners.com


broker-check https://brokercheck.finra.org/

Don't Leave Your Future to Chance


People spend countless hours planning everything from careers, to weddings, to vacations. Yet far too many people neglect to plan for their financial future. And many of these same people fail to achieve financial goals and live the life they want.

At Fi Plan Partners, we believe nothing is more critical than planning for your financial well-being. Because only through careful planning — and embracing and adhering to your plan — can you build and live a Better, Richer, Fuller® life.

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