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