Susan L. Powers, CFA, CFP®, CPFA
Co-Founder & COO of AssetGrade
Registered Investment Advisor
Trusted Financial Advice in Georgia's Lake Country
If you're searching for a financial advisor in Lake Oconee, a financial advisor near you in Greensboro, GA, or a registered investment advisor serving Georgia's Lake Country, I'm glad you're here. I work with individuals, families, and business owners who want clear, unbiased financial guidance and a relationship built on trust, not sales.
With more than two decades of experience and a fiduciary-first approach, I help clients navigate life transitions, retirement planning, and long-term wealth strategies with confidence and clarity.
Advice That’s Right for You. Always.
As a Registered Investment Advisor in Lake Oconee, GA, I am legally and ethically required to act in your best interest—100% of the time. That means no commissions, no proprietary products, and no hidden incentives. My advice is designed around you, your goals, and what truly serves your long-term financial well-being.
A Fiduciary Commitment You Can Trust
As a fiduciary, I operate under the highest standard of care. That means:
- I am legally required to work in your best interest, solely in your best interests, 100% of the time
- I do not get paid to sell specific products or funds
- I do not offer proprietary investment products
- My priorities are simple: my clients come first
This isn’t just a standard, it’s a promise I take seriously.
About Me
I'm Susan L. Powers, CFA, CFP®, CPFA, a financial professional with more than 20 years of experience helping individuals, families, and business owners make thoughtful, confident financial decisions.
Before co-founding AssetGrade, I served as a senior executive at Fidelity, where I managed Fidelity's $1.2 trillion 401(k) investment consulting practice, one of the largest retirement platforms in the country. That experience allows me to blend institutional-level insight with a personalized approach tailored to real-life goals and challenges.
I'm also a frequent guest speaker on Wharton Business Radio on SiriusXM, where I help demystify complex financial topics in a way that's practical, approachable, and empowering.
Areas of Focus
I work closely with clients who value clarity, collaboration, and long-term planning, including:
Life Transitions
Navigate career changes, divorce, widowhood, retirement, or the birth of a child with confidence and clarity. I work with individuals and families throughout Lake Oconee, Greensboro, and surrounding Georgia communities to provide thoughtful financial guidance during life’s most important transitions.
Women Investors
Empowering women seeking confidence and control over their finances with personalized guidance. My approach is designed to help women build clarity, independence, and long-term financial security through customized financial planning strategies.
Small Business Owners
Comprehensive financial strategies for business owners balancing personal and business finances. I support Greensboro and Lake Oconee small business owners with coordinated planning that integrates retirement strategies, tax efficiency, and long-term growth.
Retirement Planning
Strategic retirement planning and employer-sponsored plan expertise to secure your future. Whether you are preparing for retirement or already retired, I help you create income and investment strategies aligned with your goals.
401(k) & Retirement Plans
As a Certified Plan Fiduciary Advisor (CPFA), I specialize in employer-sponsored retirement plans. I work with businesses in Lake Oconee, Greensboro, and the surrounding Georgia area to enhance plan design, fiduciary oversight, and participant education.
Wealth Strategies
Long-term wealth building and preservation strategies tailored to your unique goals. My disciplined approach focuses on aligning investments with your values, time horizon, and long-term objectives.
Whether you’re planning your next chapter or reassessing your current strategy, my guidance is grounded in experience and tailored to your goals.
Serving Lake Oconee, Greensboro & Georgia’s Lake Country
I proudly serve clients throughout Lake Oconee, Greensboro, and the surrounding Georgia’s Lake Country area, offering the sophistication of a national firm with the accessibility and care of a local advisor. If you’re looking for a registered investment advisor near Lake Oconee or Greensboro, GA, I’m here to help.
Let’s Start the Conversation
Financial decisions don't have to feel overwhelming — and you don't have to navigate them alone.
Contact me today to schedule a conversation.
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