Sustaining Family Wealth for Future Generations


Powell Investment Advisors is an independent SEC Registered Investment Advisor specializing in wealth management and advisory services for business owners, families, trusts and corporate pension plans. Our financial advisory team makes recommendations tailored to our clients’ individual risk profiles based on rigorous research and screening of investments. Powell Investment Advisors utilizes an open architecture platform and is free of obligations to promote or select proprietary mutual funds or investment products.

Powell Investment Advisors is committed to providing unbiased advice and prudent strategies for investing. Our mission is to assist you in managing time horizons and market volatility by implementing asset management strategies designed to maximize wealth, maintain investment expectations, and minimize investment risk relative to your financial goals.  Our services are always tailored to your unique needs.


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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