Financial Advisors for Busy Professionals & Impact Investors
Investment Management + Financial Planning
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.
Financial Advisory Services That Save You Time
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.
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.
Meet Our San Diego Financial Advisors
“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, CFP®, EA, MSBA
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 clients spend less time worrying and more time living.
Catalyze impact: We design investment strategies that reflect values, combining fiduciary responsibility with positive social and environmental outcomes.
√ Fee-Only
√ Fiduciary
√ Virtual and Convenient
√ Military Spouse Owned
√ Designated Advisor
√ Comprehensive
√ Impact Investments
√ Woman Owned
√ Virginia Beach
