About Us

Power Financial Partners is a fee-based Registered Investment Advisor headquartered in Tampa, Florida. We specialize in a client centric approach to investment management and financial planning for busy professionals and retirees.

Located in Tampa Florida

We are an
Independent RIA

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.

Meet the founder

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

Roger graduated with a Bachelor of Science in Finance from The University of Tampa and a Master of Science in Financial Services from the American College. Roger has been helping individuals and institutions for over 20 years. He has grown up in the financial services industry. 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.

Roger has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, the Certified Private Wealth Advisor® (CPWA®) designation, the Certified Investment Management Analyst® (CIMA®) designation, the Master of Science in Financial Service (MSFS) designation, the Wealth Management Certified Professional (WMCP) designation, the Certified Fund Specialist (CFS®) designation, the Chartered Life Underwriter (CLU®) designation, the Chartered Financial Consultant (ChFC®) designation, the Chartered Advisor for Senior Living (CASL®) designation, the Charted Retirement Plans Specialist (CRPS®) designation, the Accredited Estate Planner (AEP®) designation, the Retirement Income Certified Professional (RICP®) designation, the Chartered Advisor in Philanthropy (CAP®) designation, the Charted Special Needs Consultant (ChSNC®) designation, the Chartered Mutual Fund Counselor (CMFC®) designation, the Certified Plan Fiduciary Advisor (CPFA) designation, the Qualified Plan Financial Consultant (QPFC) designation, the Accredited Wealth Management Advisor (AWMA®) designation, and the Accredited Asset Management Specialist (AAMS®) designation.

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

Founder & Wealth Advisor

Facts and Numbers

Wealth Management with you in mind.

Certifications

10x

Advisor Of The Year

200

Households Managed

65%

Of people have no plan

275⁺ M

AUMs

2023

Let us help you

Why Power?

Why Choose

Power FP?

Independent

Our recommendations are based solely on your goals and objectives.

Fiduciary

Putting our client’s best interests FIRST at all times.

Comprehensive

We tend to the details without ever losing sight of the big picture.

Our Clients

Who We Serve

Individuals

Families

Corporations

Employees

Our Process

Discovery

Our client relationships begin with gathering your information and determining your goals and expectations. We make sure that we’re crystal clear about what you want to achieve before providing any advice.

Advise

Having thoroughly analyzed your situation, your goals, your timeframe, your risk tolerance and other factors, our team develops clear, straightforward recommendations.

Implementation

Finally, we agree on who will monitor progress toward your goals. If we handle that responsibility, we will periodically review the situation with you and adjust recommendations as needed.

Evaluate

We don’t just give our clients plans and then move on to new business. We actively monitor your progress, make course corrections and, if your goals change, adjust for a new destination. Our job isn’t complete until your goals are reality.

Let's Talk

We offer a complimentary "Get Acquainted" meeting to describe our services and to see if our services are right for you.

(813) 212-2125

Contact

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

This email address is being protected from spambots. You need JavaScript enabled to view it.

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.