View Curated Resources to Help You Navigate COVID-19
View Curated Resources to Help You Navigate COVID-19

Vice President, Wealth Advisor, Registered Representative

Bio

Timothy Powell, Vice President, Wealth Advisor, is both a wealth subject matter expert and authority in fiduciary oversight. With over 25 years in the industry, he has the experience, flexibility and expertise to design the best options for his clients. Tim always explains this complex topic indirect, easy-to-understand language and always acts in his client’s best long-term interests. Every person is unique; Tim will take time and listen generously, fully understanding your needs, fears and goals. This becomes the foundation to craft a plan that is personalized, with the full understanding, buy-in and faith of our clients.

Areas of Expertise

Retirement Income Planning
Investment Management
Focused, Multi-Tiered Planning
Social Security Strategies

Community

  • Cincinnati Association for the Blind and Visually Impaired – Executive Board, Board Treasurer, Finance Committee Chairman
  • Brighton Center – Board Member, Finance Committee Member

Timothy G. Powell, CFP, AIF

Favorite HORAN Fundamental
Do The Right Thing, Always