About Greg Powell

Greg Powell is the creator of Your Financial House™, a management tool designed to bring all aspects of financial planning under one roof. Built on a foundation of helping clients lessen their anxieties and enhance their strengths through increased knowledge, this unusual program enables people to achieve the often-elusive goal of financial independence as they define it—to achieve the American Dream.

In 2006, Powell founded fiSMART, LLC, a training company in Birmingham, Alabama, devoted to educating financial professionals and the general public about Your Financial House. As president and chief executive officer of Fi-Plan Partners, LLC, also in Birmingham, he works directly with clients whose assets total $1 million to $10 million.

Powell is a financial adviser with and offers securities through Linsco/Private Ledger, member NASD/SIPC. He’s a member of the Investment Management Consultants Association (IMCA) and has attended the Senior Financial Advisers program at the University of Pennsylvania’s Wharton School. In 2002, Powell was one of five investment professionals Research magazine inducted into its Advisors Hall of Fame, an honor reserved for those who are, according to the editors, "judged by their clients, their colleagues, and by industry notables as representing the very best the industry has to offer."

Along with these professional pursuits, Powell’s an active member of Samford University’s alumni association and athletic foundation. He’s also on the scholarship committee and advisory board with Camp Smile-a-Mile, an organization that provides no-cost events for children undergoing cancer treatment and their families, as well as the school board for his local Catholic church.

Powell and his wife, Peggy, live in “the Magic City” with their three children, Sara, Audrey, and Lydia. He’s fond of noting that his daughters have been some of his best teachers about the financial profession. At this writing, they’re all under the age of 11, and each of them has already given him a profound piece of wisdom or insight into how to make his services and strategies more accessible and more useful. "If I can discuss it with my children, and see their faces light up with excitement and understanding," he says, "then I know I’m ready to share it with the rest of the world."