About

Hi, I’m Colin Powers and I’m not your typical financial advisor. My approach is rooted in resiliency and relatability. I’ve faced my share of loss, financial stress, and career changes, and I know firsthand how overwhelming money can feel. Those experiences shaped me into someone who doesn’t just talk numbers. I listen, I relate, and I guide people through life’s transitions with clarity and care.

I work with individuals and families at every stage from graduates figuring out student loans, to young parents preparing for a child, to entrepreneurs growing their businesses, to retirees planning their legacy. What sets me apart is that I don’t believe in cookie cutter plans. Instead, I take the time to understand what truly matters to you and then align your money to support those goals.

Here’s how I walk people through the process:

1. Listening First – We start with a genuine conversation about your goals, challenges, and what’s most important in your life.

2. Organizing the Picture – I help you lay out everything you have from income, debt, insurance, and investments so it finally feels clear and manageable.

3. Building the Strategy – Together, we create a personalized plan that connects your money to your priorities, whether that’s buying a home, protecting your family, or growing toward retirement.

4. Taking Action – I guide you step by step in putting that plan into motion, so it doesn’t just sit on paper, it works for you.

5. Ongoing Partnership – Life changes, and so does your plan. I stay connected to adjust along the way, making sure your money continues to serve your goals.

For me, financial advising isn’t just about accounts or investments. It’s about giving people confidence and peace of mind so they can focus on living their lives, not stressing about their finances. My mission is simple: To make financial planning approachable, empowering, and built around what’s most important to you.