Ditto & Powers, LLC

Ditto & Powers provides personalized financial planning and investment management services. For financial planning, Ditto & Powers works with clients through a series of meetings to evaluate their current financial situation, identify goals, and create a formal plan covering areas such as cash flow, retirement, investments, education savings, and estate planning. For investment management, Ditto & Powers builds and monitors portfolios according to each client's specific asset allocation guidelines, typically managing accounts on a discretionary basis where they make necessary trades without needing prior approval for every transaction. Ditto & Powers also offers access to third-party manager programs. The firm emphasizes that clients are not required to purchase a financial plan in order to use their investment management services.