Read & Powell Financial Services, LLC

About Read & Powell Financial Services, LLC

<p>Operating alongside a long-running accounting practice, Read &amp; Powell Financial Services, LLC brings investment advice and tax-aware planning together under one roof.</p> <p>Headquartered in Elko in northeast Nevada, the firm works with individuals and small businesses across the region on financial planning and portfolio management. It is affiliated with Read &amp; Powell, LLP, an accounting firm founded in 1958, which helps clients coordinate investment decisions with accounting and tax work.</p> <p>Read &amp; Powell Financial Services, LLC supports retirement planning, including 401(k) and IRA rollover guidance, plus estate planning and wealth-building strategies. The firm also offers 3(21) fiduciary support for workplace retirement plans as part of its work with sponsors and other <a href="/retirement-plans">retirement plan providers</a>.</p> <p>As of 2026, the firm reports $0.3B in assets under management. Its main differentiator is the close connection to the affiliated CPA firm, which can simplify coordination across planning, investments, and accounting.</p> <ul> <li>Financial planning for individuals and small businesses</li> <li>Portfolio management</li> <li>Retirement planning, including 401(k) and IRA rollovers</li> <li>Estate planning and wealth accumulation strategies</li> <li>3(21) fiduciary services</li> </ul>

Website: https://readandpowell.com/

Founded: 1958