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.
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
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 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
