Powell Investment Advisors is an independent, SEC-registered advisory firm based in Miami, Florida, with more than 30 years of experience serving families, business owners, founders, and corporate executives. The firm focuses on clients with meaningful financial complexity, particularly families with $10–50 million in net worth, and takes a long-term, family-office approach to wealth management.

Its services include comprehensive wealth management, investment oversight, tax-aware strategy, coordinated planning across generations, and guidance on preserving, growing, and transitioning wealth. Powell constructs portfolios with attention to risk, liquidity, tax considerations, and each family’s goals. Its investment approach draws on research, awareness of economic conditions, and opportunities across public and private markets, without proprietary product obligations.

The firm emphasizes direct partner oversight, disciplined risk management, and investment choices based on merit, alignment, and suitability. It aims to help clients navigate changing markets and volatility while maintaining realistic expectations and a focus on lasting stewardship. Powell also offers daily market commentary by email, published after the close of trading, along with information about its history, leadership, wealth advisory services, and alternative investments.