Financial Advisors for Busy Professionals & Impact Investors
Investment Management + Financial Planning
plant.
grow.
harvest.
plant. grow. harvest.
Fiduciary and Fee-Only Financial Planning Firm
PWR offers one-time comprehensive financial planning and impact-focused investment management. We are based in San Diego, CA but work with clients worldwide. Our clients are busy professionals and impact investors looking to generate a positive environmental and social return alongside their financial return.
Financial Advisory Services That Save You Time
One-Time Financial Plan
A one-time comprehensive plan is ideal for families and individuals who want a custom strategy that clearly maps out how to meet their financial goals.
Investment Management + Financial Planning
Imagine not having to worry about rebalancing your portfolio or choosing appropriate investment options. Let us do it for you so you can focus on the things you enjoy.
Meet Our San Diego Financial Advisors
“My role is not to judge, or say “no”, but to ensure that you have considered everything necessary before making a financial decision. With proper planning, you are in control - whether you want to retire early, pay less in taxes, or maximize your portfolio for a changing future.”
Linda Rogers, CFP®, EA, MSBA
Quoted In:
Planning Within Reach is Different
We are building a business of doing right by our clients as fee-only fiduciaries. At PWR, we do not receive any type of sales commission and never sell insurance or any other financial products. Our process is thorough and detailed, but you will find us approachable and honest. We offer our clients customized solutions for a flat project or assets under management fee. We are proudly a woman-owned firm with advisors who will be around to see you through your retirement years.
√ Fee-Only
√ Fiduciary
√ Virtual and Convenient
√ Transparent Pricing
√ Designated Advisor
√ Comprehensive
√ Impact Investments
√ Woman-Owned
√ San Diego
