Fiduciary

Susan L. Powers Registered Investment Advisor

Greensboro, Georgia

Call (706) 817-4500 Visit website →

About

Susan L. Powers is a Registered Investment Advisor and fiduciary operating in Greensboro, Georgia, serving individuals, families, and business owners. She holds the CFA, CFP®, and CPFA credentials and brings over 20 years of experience, including prior leadership roles at Fidelity managing large-scale retirement consulting practices. Her firm, AssetGrade, constructs diversified portfolios using mutual funds and ETFs selected across multiple criteria, emphasizes tax-efficient strategies for professionals and business owners, and employs a goal-based investment approach combined with regular rebalancing. The firm operates on a fee-only, fiduciary basis with no commissions or proprietary products.

Firm details

Firm type
Independent RIA
Languages
English
Hours
Sunday: Closed, Monday: 8AM-5PM, Tuesday: 8AM-5PM, Wednesday: 8AM-5PM, Thursday: 8AM-5PM, Friday: 8AM-5PM, Saturday: Closed
SEC registered
No
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