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Private Wealth Management

An independent Registered Investment Advisor located in Tampa, Florida.

Financial Planning

Wealth Management

Corp Retirement Plans

Insurance

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Roger Sverre Machlin, CFP®, CPWA®, CIMA®, MSFS, WMCP, CFS®, CLU®, ChFC®, CASL®, CRPS®, AEP®, RICP®, CAP®, ChSNC®, CMFC®, CPFA, QPFC, AWMA®, AAMS®

Founder & Wealth Advisor

19 Certifications

Roger specializes in creating comprehensive financial plans for both institutions and individuals using world-class insurance services and internationally recognized investment products. Roger has been recognized in the Financial Times multiple times for being one of the “Top 401 Retirement Advisers”. Roger has been nominated as one of the “Most Influential DC Advisors” from 401kWire.

Meet Roger

Roger also has made the NAPA’s Top DC Advisor Teams list.

Truly

Comprehensive

Truly Comprehensive

Some wealth managers only focus on assets. We take it a step further by incorporating risk management (insurance) and planning into our clients' comprehensive portfolio design.

About Us

Our Services

Client-First Philosophy

Our firm was built for and around our clients. We believe an open and transparent, client-centered relationship is the key to long-term success. Our thorough wealth planning process is driven by listening first, formulating a strategy, and following through with advice and world-class service.

(813) 212-2125

Contact

5401 W Kennedy Blvd, Suite 1020
Tampa, FL 33609
Phone (813) 212-2125

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Legal

Form CRS
ADV

Client Login

Account Access

Power Financial Partners, LLC (“PFP”) is an SEC registered investment adviser located in Tampa, FL. Registration as an investment adviser does not imply a certain level of skill or training. The publication of PFP’s web site on the Internet should not be construed by any consumer or prospective client as PFP’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet.

A copy of PFP’s current written disclosure statement as set forth on Form ADV, discussing PFP’s business operations, services, and fees is available from PFP upon written request. PFP does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting or tax advice. We recommend that you seek the advice of a qualified attorney and accountant.

ACCESS TO THIS WEB SITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEB SITE OR ANY THIRD-PARTY WEB SITE LINKED TO THIS WEB SITE.