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.