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Austin Powell, NSSA® Advisor · Charlotte, NC

A professional headshot of Austin Powell, Financial Advisor of Blue Financial in Charlotte, NC

Austin Powell

Financial Advisor, Blue Financial

5970 Fairview Road, Suite 400
Charlotte, NC 28210

704-302-1141

www.bluefinancialinc.com

NSSA® Certified #3386

Professional Profile

Austin Powell is a trusted Financial Advisor at Blue Financial in Charlotte, NC, dedicated to helping individuals and families navigate their financial futures with confidence. With a degree in Business Administration and a concentration in finance from North Carolina State University, where he also excelled as an All-ACC tennis player, Austin combines his analytical skills with a passion for finance to provide exceptional guidance.

As a holder of the NSSA® designation in Social Security planning, Austin Powell brings specialized knowledge of Social Security planning to every client relationship.

As a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a National Social Security Advisor (NSSA®), Austin possesses specialized knowledge in retirement income planning and Social Security strategies, making him a valuable resource for clients looking to secure their financial well-being. He also holds a Series 65 securities license and a Life & Health Insurance license, ensuring comprehensive support across various financial needs.

Residing in the vibrant Queen City, Austin values long-term relationships built on trust and transparency. Outside of work, he enjoys spending time on the golf course, pursuing his passion for aviation, and cherishing moments with his wife, Courtney, their son, Leighton, and their dog, Holly. As a fiduciary advisor, Austin is committed to always putting his clients’ best interests first, making him the reliable choice for financial and Social Security expertise in the Charlotte area.

Disclosure

Investment Advisory services offered through Blue Wealth Inc., a SEC Registered Investment Adviser. Insurance services offered through Blue Financial, Inc. Blue Financial, Inc. and Blue Wealth Inc. are affiliated entities. Blue Financial is the DBA for Blue Wealth Inc.

Contact Austin

Why ARPI-Certified

How an ARPI-Certified Advisor Can Help You

ARPI-certified advisors bring specialized knowledge and the tools to deliver confident, accurate guidance on the decisions that matter most.

Avoid Costly Claiming Mistakes

Social Security rules are complex — small missteps can cost thousands in lost benefits. An ARPI-certified advisor ensures you make informed decisions and avoid costly errors.

Holistic Retirement Planning

Your Social Security strategy doesn’t exist in isolation. An ARPI advisor integrates it with your full retirement plan so your assets work together toward a secure future.

Personalized Guidance You Can’t Get Elsewhere

The Social Security Administration provides information — not strategy. An ARPI-certified advisor delivers tailored solutions based on your unique circumstances and goals.