Powell Financial Services is a locally owned independent company. Character, Competence, Community and Collaboration are the four principal cornerstones of our business. We offer a wide variety of investment products through what we believe is one of the best, if not the best, financial institutions in America, Raymond James Financial Services, Inc. We are dedicated to providing you with personal financial guidance, knowledgeable advice and outstanding support.We can’t guarantee profits but we can guarantee professionalism.
We will work with you to determine your financial needs and help you choose which investment strategies are best suited for your particular situation while applying what is known as the Prudent Man Rule which originated from an 1830 ruling by Supreme Court Justice Samuel Putnam. The Prudent Man Rule states “All that can be required of a trustee to invest is that he shall conduct himself faithfully and exercise a sound discretion. He is to observe how men of prudence, discretion, and intelligence manage their own affairs, not in regard to speculation, but in regard to the permanent disposition of their funds, considering the probable income, as well as the probable safety of the capital to be invested.”
Please take just a few moments to look at the pages below to better understand how we can who we are and how we can help you.