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Powerhouse Financial Advisors
Powerhouse Financial Advisors is a Registered Investment Adviser that empowers utility and energy employees to take control of their financial future.
Overview
Powerhouse Financial Advisors is a Registered Investment Adviser that empowers utility and energy employees to take control of their financial future. The firm offers knowledge and tools to help optimize 401(k) and cash balance pension benefits with personalized retirement planning. It was founded by Steven Smit, CFP, to address the specific needs of utility and energy sector employees.
General information
Firm type
Multi Family Office
Location
Country
United States
City
Minden
Principals
Steven Smit
CFP, Founder
Sector focus
Frequently asked questions
Who can be a client of Powerhouse Financial Advisors?
The firm targets high-net-worth families and individuals as clients. No minimum asset thresholds or client eligibility criteria are publicly disclosed.
What investment approach does Powerhouse Financial Advisors use?
The firm is expected to employ a diversified asset allocation strategy across equities, fixed income, and alternative investments. Specific methodologies or proprietary strategies are not public.
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