Shear Provides Processing Update and Announces New CFO

Greg Powell
Birmingham, AL

Business Economy


Greg Powell, CIMA
President/CEO, Wealth Consultant
fi-Plan Partners
A 30-year veteran in the financial industry, Greg Powell gives insight on current financial markets, fluctuations of confidence in the industry, and the impact on Americans, business, and the economy. He is an expert on financial planning and strategies for tough economic times. Greg received the 2009 NFIB Small Business Champion Award for Alabama and the entire Southern Region.
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Contact Information:
Birmingham, AL 35244
Chris Davis
More contact detail.


As president and chief executive officer of fi-Plan Partners, LLC, in Birmingham, Alabama, Greg Powell works directly with clients to enhance their quality of life.  The creed by which he conducts his business and life is, “No one is successful or fulfilled unless they touch the lives of the people around them.”

Powell is an independent wealth consultant with more than 30 years experience in the financial industry.  He’s a member of the Investment Management Consultants Association (IMCA) and has attended the Senior Financial Advisers program at the University of Pennsylvania’s Wharton School.

He also is the creator of Your Financial House®, a management tool designed to bring all aspects of financial planning under one roof. Built on a foundation of helping clients reduce their anxieties, enhance their strengths and give them the knowledge to do both, this unique program enables people to achieve the often-elusive goal of financial independence as they define it—to achieve the American Dream.

In 2002, Powell was one of five investment professionals that Research magazine inducted into its Advisors Hall of Fame, an honor reserved for those who are, according to the editors, “judged by their clients, their colleagues, and by industry notables as representing the very best the industry has to offer.”  Along with these professional accomplishments, Powell is Chairman of the Board of Directors for the National Federation of Independent Business (NFIB) of Alabama and the recipient of the NFIB 2009 Small Business Champion Award for Alabama as well as the entire South Region.  Powell serves as a Trustee for the Birmingham Business Alliance, the Chairman of the Board of Special Equestrians and the Chairman of the Reach Out and Read Advisory Board.  He is also a member of the Board of Directors for the Business Council of Alabama, the Scholarship Committee and Advisory Board with Camp Smile-A-Mile, PANGEATWO, and the Board of Directors for Aldridge Botanical Gardens. Greg was also appointed by Alabama Governor Robert Bentley to serve on the Alabama Commission on Improving State Government.

In his long standing involvement with Samford University, Powell is the former Chairman of Samford University’s Brock School of Business Advisory Board and the school chose Greg as their 2009 Alumnus of the Year.  Greg is also the former President of the Samford University Alumni Association and an active member of the Athletic Foundation.  In 2010, Samford University honored Greg as the Volunteer in Philanthropy with the Alabama Association of Fundraising Professionals (AFP).  Greg and his wife, Peggy, live in Hoover, Alabama with their three children, Sara, Audrey, and Lydia.

Powell is fond of noting that his daughters have been some of his best teachers about the financial profession. They have already given him a profound piece of wisdom and insight into how to make his services and strategies more accessible and more useful.

“If I can discuss it with my children, and see their faces light up with excitement and understanding,” he says, “then I know I'm ready to share it with the rest of the world.”

Securities Offered By LPL Financial. Member FINRA/SIPC.

Story Pitch

Bring your financial life under one roof
There's a new way to do financial planning and reduce your anxiety by using Your Financial HouseĀ®.
Recent Publications/Appearances


October 5, 2011, "How Proactive Has Your Advisor Been In This Current Market?"

September 28, 2011 "The Worst Mistake a Business Owner Can Make In This Economy"

September 21, 2011, "The Worst Mistake An Investor Can Make In This Economy"

September 7, 2011 "Three Questions You Should Ask Your Financial Advisor"


July 16, 2012 SYS-CON Media "Shear Provides Processing Update and Announces New CFO"

April 29, 2012 "Stock market experiences good but volatile year"

August 21, 2011 AL.Com "On the record: Howard Finch, business dean at Samford University"

April 23, 2011 AL.Com 2 Part Series "With This Debt, I Thee Wed"

March 23, 2011, Montgomery Advertiser, Interview about the Full Employment Act and it's affects on small business.

February 20, 2011, "Birmingham investment experts have mixed reactions to report on Great Recession"

January 10, 2010 Greg interviewed for "Sea of Debt: Consumers Caught Between Holiday Bills and Soaring Credit Card Rates"


February 25, 2011, "Greg Powell is Appointed by Alabama Governor Robert Bently to the Commission On Improving State Government"

November 17, 2010 "Greg Powell Recognized at Philanthropy Day Luncheon"

August 2009, "Greg Powell recieves the NFIB Small Business Champion for the State of Alabama and the Entire Southern Region"


April 12, 2011 Greg Powell Speaks on a Panel Discussions on Current Healthcare Legislation

August 6, 2010 Greg Powell Speaks to the NARHA Region 5 Non-Profil Conference

January 21, 2010 Greg Powell Speaks at The Gardendale Chamber Of Commerce "Creating Your Own Economy in an Economic Desert"


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