Broker Check

A Team to Call Home

Dependable Partners in Financial Planning

Powell Financial Partners is an independent wealth management firm that exists to provide independent financial advice and real-world financial planning and wealth management solutions. We are a family business with nearly four decades of experience in the financial services industry. Specializing in retirement and lifetime income planning, we believe that every client deserves to have a team they can trust, advice they can depend on, and for their hard-earned money to work for them.

Serving Clients Since 1979

Serving Clients Since 1979

Utilizing world class money managers, we provide clients with personalized lifetime income planning to help them work towards reaching their investment and legacy goals. Powell Financial Partners is a private financial planning firm serving clients throughout the state of Texas. A native Austinite, Powell Financial Partners Founder Mickey Powell and his team, which now includes his daughter Jennifer, have had the privilege to deliver financial solutions to families and individuals since 1979.

Circle of Excellence Award

Circle of Excellence Award

As a Circle of Excellence honoree, we're beyond thankful for the recognition we've received based on the service we offer our clients. We are dedicated towards advocating for excellency in our chosen profession and in the way we serve and respect our clientele. Our drive and aspiration towards serving you well is a leading factor in all aspects of our business through our mission, values, and overall vision. We are committed toward enforcing this level of excellence throughout our work through our customized solutions, strategies, and service for our clients for years to come. We look forward to serving you with this same level of excellency in whatever financial situation you are currently in, or situation you aspire to be in.

Our Partners

Doug Coté,
CFA®

CFA Senior Portfolio Manager, Head of Global Perspectives. Read the Voya Blog.

Grant Fossum, AIF®, RFC®

Grant Fossum serves as OSJ and has been in the financial services industry for 13 years.

Gene Goldman, 
CFA®

Chief Investment Officer & Director of Research

Meet the Team

Mickey Powell, CRPC®

Investment Advisor Representative

(512) 249-6780

mickey.powell@ceterawealth.com

Mickey is the founding Investment Advisor Representative for Powell Financial Partners and displays his passion for helping clients reach their retirement goals on a daily basis. It is incredibly important to Mickey that clients have...

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Jennifer Powell

Investment Advisor Representative

(512) 249-6780

jennifer.powell@ceterawealth.com

Jennifer is an Investment Advisor Representative and Partner at Powell Financial Partners. She focuses on building and implementing financial plans for those preparing for retirement. Prior to joining Powell Financial Partners,...

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Nikki Niehaus

Registered Assistant

(512) 249-6780

nikki.niehaus@ceterawealth.com

Nikki joined Powell Financial Partners in 2018 as a Senior Relationship Manager. She previously supported the Powell Financial Partners team while working on the Advisory Support Team at Voya Financial Advisors. Prior to her tenure at...

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Sarah Koth, CFP®, CLU®, AIF®

Wealth Management Advisor

(512) 249-6780

Sarah has a rich work history in the banking and finance industry, spanning over 25 years. Before joining our team at Powell Financial Partners, Sarah served as a senior consultant with Voya and later transitioned to Cetera Financial...

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Our Core Values

Clear, Independent Advice.

We sit on the same side of the table as you. This means you’ll get straight-forward time-tested plans and sound advice every time. We’ll never push products or seek our own interests.

Dependable Partnerships.

You deserve to have someone available every step of the way and someone you can trust to do so. You deserve someone who’s determined to understand your life’s goals and realize they go beyond your financial portfolio.

Helping Navigate Life’s Transitions.

Transitions can be challenging and life is full of them. You can expect us to act as a sounding board, an experienced leader, and a wise advocate for you through all of life’s stages and big decisions.

 

Make Your Money Work for You.

You deserve to experience the full potential benefits of your hard work. We help you turn your career savings into retirement income, regardless of the life stage of life you may be in right now.

Our Parent & Custodian

Parent: Cetera Financial Group

Parent: Cetera Financial Group

Cetera Advisors Network is part of the family of independently managed firms of Cetera Financial Group (Cetera). For the past 30 years, Cetera's family of companies has grown to manage over $110 billion in client assets, delivering advisory products and solutions and sophisticated trading and technology platforms to us and other advisors across all 50 states. You can be confident that their tools, technology, and support help make us more effective in our relationship with you. 
Cetera Financial group refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists LLC, and first Allied Securities, Inc. All firms are members FINRA/SIPC.

Our Custodian: Pershing

Our Custodian: Pershing

While a broker-dealer helps supervise and facilitate the trading that converts your cash into invested assets, those assets are actually held by a custodian. Cetera Advisors works with two custodians. Pershing LLC custodies brokerage accounts, including the brokerage accounts within IRAs.

Pershing is a subsidiary of the Bank of New York Mellon Corporation, which is the nation's oldest continuously operating bank and one of the world's leading providers of security services. Bother Pershing and Cetera Investment Services have to meet certain net capital requirements and are subject to regular audits, both internally and by independent firms, to ensure the appropriate handling, segregation and protection of investors' assets. 

Our Services

We provide a wide range of services, from retirement planning, to wealth management, tax planning and more. Whatever your life stage and planning needs, we’re here to partner with you to get you where you want to go.

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Our Approach

You’ve worked hard for your money, so our passion is to build a financial portfolio that puts your career savings to work for you. We take an evolved approach to investing and protecting your capital.

Our Approach

Contact Us

Do you have questions about our firm or our services? Contact us today to see how our team can partner with you for all planning needs. We’ll be a true partner and wise advocate for you in any area of service you choose.

 

 

 

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