About Us

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What we do - The Short Story

Why should you work with Rick and his firm?

Why should you work with Rick and his firm?

 We work with our clients to build a financial plan that makes sense for them and their families.  After a financial plan is built we work to ensure the plan is implemented through the smart use of insurance services and investment management work.  We work with our client families to coordinate with their other professional services such as tax and estate planning so that their financial plan works as well as possible. 

Why should you work with Rick and his firm?

Why should you work with Rick and his firm?

Why should you work with Rick and his firm?

Rick Powell is the principal LPL financial planner for Primoris Financial Solutions Co.  He has been an independent financial planner for over 26 years.


Rick is a CERTIFIED FINANCIAL PLANNER™ professional.  The CERTIFIED FINANCIAL PLANNER™ designation (abbreviated as CFP®) is earned and awarded through The Certified Financial Planner Board of Standards, Inc. (the CFP Board) in Washington, D.C.


Rick is a Chartered Life Underwriter.  The Chartered Life Underwriter designation (abbreviated as CLU®) is earned and awarded through The American College of Financial Services  in King of Prussia, Pennsylvania.


Rick is a Chartered Financial Consultant®.  The Chartered Financial Consultant® designation (abbreviated as ChFC®) is earned and awarded through The American College of Financial Services  in King of Prussia, Pennsylvania.