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Powerhouse Financial Advisors, Inc.

EST. AUM
$108,231,666

CONTACTS

CLIENT ACCOUNTS
621

Firm Details

Metro area Reno
CRD Number 338952
Website powerhousefinancialadvisors.com
Client types

Overview

Powerhouse Financial Advisors, Inc. is a registered investment adviser and financial-planning firm based in Minden, Nevada. The firm specializes in serving utility and energy-sector employees, including individuals working for companies such as PG&E, Southern California Edison, and NV Energy. Its services include fee-based investment management, personalized financial planning, retirement income planning, 401(k) optimization, education planning, and comprehensive financial reviews. Powerhouse integrates clients' 401(k) assets, cash-balance pensions, Social Security benefits, and other investment accounts into retirement strategies. Its investment approach emphasizes diversification and risk management, including a Free Market Investment Strategy based on Efficient Market Hypothesis, Modern Portfolio Theory, and the Three-Factor Method.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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