Michael Powers, CFP®, CPA Manuka Financial

About Michael Powers, CFP®, CPA, PFS

We help you retire by providing comprehensive retirement planning, investment management and tax planning for a flat fee.

Preparing to retire can be both exciting and nerve-racking at the same time. At Manuka Financial, we help answer your questions and provide guidance on how to make your retirement transition successful. So you can focus on all of the experiences you’ve been waiting years to enjoy.

Interested in personal finance and saving from a young age, I had never considered advising others as a career until taking finance courses late in college. I was immediately hooked. After graduation, I began my career with a large national public accounting firm and noticed my colleagues would often ask me for financial advice.

Determined to truly make a difference in people’s lives, I transitioned from public accounting to become a financial planner and have never looked back. Over the last decade, I’ve been fortunate enough to help hundreds of families save for college, invest wisely, plan for retirement, retire with confidence and make sound financial decisions.

Prior to founding Manuka Financial, I left a successful career as Vice President of a prestigious financial planning firm where I helped manage over $900 million for families because I wanted to dedicate my life to my two passions: my family and my clients. Having two young children and seeing how quickly they grow up, I didn’t want to miss out on precious moments with them because I was always at the office. And I didn’t want to serve so many clients that I couldn’t be proactive with each and every one of them. Thus, the idea of Manuka Financial was born to serve as a trusted advisor to a select group of individuals and families while still having time to spend with my own young family.

Read Michael’s blog here: https://manukafinancial.com/our-blog/

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • FIRE (Financial Independence Retire Early)
  • Retirement Planning
  • Tax Planning

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Quarterly Fee: $2500+/qtr
  • Flat Fee: $5200+/engagement

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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