You live your life with purpose.

Let’s build a financial plan that reflects that.

Investment Management + Financial Planning for values-driven individuals and families.

Schedule an Appointment

plant. grow. harvest.

plant. grow. harvest.

Fiduciary and Fee-Only Financial Planning Firm

Our Mission: Purposeful planning. Clear advice. Impactful investing.

PWR is a fee-only, fiduciary, financial advisor based in Virginia Beach, VA, serving clients nationwide.

We offer one-time comprehensive financial planning and impact-focused investment management.

Chat with Linda

Financial Advisory Services

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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.

Financial Planning
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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.

Investment Management

Meet Our Financial Advisors

A woman with curly brown hair, wearing glasses, a beige blazer, white blouse, and blue jeans, holding a blue tablet in her left hand, standing against a plain white background.
My role isn’t to say “no” or pass judgment - it’s to make sure you’ve considered every angle before making a financial decision. With thoughtful planning, you stay in control - whether your goal is early retirement, lower taxes, or a portfolio built for a changing world.
— Linda Rogers

Linda Rogers, CFP®, EA, MSBA

Meet Linda

Quoted In:

Our Theory of Change

  • Clarify needs: We believe financial confidence begins with clarity and alignment of priorities.

  • Build strategies: We create straightforward, actionable plans so you can balance tax planning, retirement, and other goals.

  • Catalyze impact: We help you grow your wealth strategically while ensuring your dollars are fueling the change you want to see in the world.

√ Fee-Only
√ Fiduciary
√ Virtual and Convenient
√ Military Spouse Owned
√ Designated Advisor
√ Comprehensive
√ Impact Investments
√ Woman Owned
√ Virginia Beach

Schedule your free initial call

Our Affiliations