We partner with founders, families, and executives to preserve, compound, and transition multi-generational wealth with institutional discipline and direct partner oversight.
Protecting and Compounding Wealth Across Generations
Powell Investment Advisors is an independent, SEC-registered advisory firm serving a select group of families, founders, and executives with meaningful complexity and long-term capital horizons.
We specialize in guiding families with $10–50 million in net worth who require disciplined investment oversight, tax-aware strategy, and coordinated planning across generations. Our work is rooted in capital stewardship — preserving, compounding, and thoughtfully transitioning wealth with clarity and intention.
Unlike traditional advisory firms built around standardized models and product distribution, we operate with a family office mindset. Every portfolio is constructed with careful consideration of risk, liquidity, tax implications, and generational objectives. Investment decisions are driven by rigorous research, macro awareness, and structural opportunity — not by proprietary incentives or product obligations.
Our independence allows us to allocate across public and private markets without constraint. We select investments based solely on merit, alignment, and suitability for each family’s objectives.
Markets will evolve. Capital cycles will turn. Volatility is inevitable. Our responsibility is to build portfolios designed to endure those cycles while maintaining realistic expectations and disciplined risk management.
Every relationship is long-term. Every strategy is intentional. Every decision is aligned with the families we serve.
Powell Investment Advisors
Find out about Powell Investment Advisors, an SEC Registered Investment Advisor providing comprehensive wealth management and investment services.
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