Power Financial Partners, LLC

Power Financial Partners, LLC is a registered investment adviser based in Tampa, FL, owned by Roger S. Machlin. Established in December 2022, the firm specializes in financial planning, consulting, and investment management services. As of December 31, 2024, the firm had $271,618,185 assets under management, with $214,212,993 managed on a discretionary basis. Clients can engage the firm for wealth management services, including discretionary/non-discretionary management of investment portfolios, tailored to individual needs. The firm offers retirement plan consulting services to qualified employee benefit plans, including plan design, investment selection, and fiduciary compliance. PFP charges investment management fees based on a tiered fee schedule, ranging from 1.50% to 0.05% based on portfolio value. The firm may negotiate fixed fees for specific services. PFP exercises investment discretion for some clients and accepts proxy voting authority. The firm does not have any material changes to disclose since March 20, 2024, and has not been involved in any disciplinary events. Clients are provided with regular account reviews and statements from the custodian. PFP has a Code of Ethics in place and does not compensate for client referrals. The firm accepts proxy voting authority and exercises discretion over client accounts.