Jeff Powell, CFP®, MBA

Wealth Advisor, Partner, Private Wealth Group

A middle-aged man with glasses, wearing a checkered blazer and a light blue shirt, standing against a plain gray background.

As a Wealth Advisor and Partner in Cornerstone Wealth’s Aiken office, I’ve been helping clients achieve their financial goals since 2000. With expertise in financial planning, investment management, retirement, and estate planning, I focus on building value-driven relationships that foster a deep sense of understanding and satisfaction. Working closely with clients, I aim to create personalized strategies that bring clarity and confidence to every stage of life.

Outside of work, I’m passionate about giving back to the community. I serve on the Board of Directors for the Aiken Child Advocacy Center, advocating for children who have experienced abuse, and on the boards of the Albrecht SPCA and Woodside Country Club. Additionally, I support causes like the Alzheimer’s Association, reflecting my commitment to making a positive impact.

At home, I’ve been happily married to my wife, Margaret, since 2004, and we’re proud parents to our daughter, Mekenzie. In my free time, I enjoy golf, exercising, traveling, and spending time with family and friends. Whether in my professional or personal life, my mission is to help others thrive and succeed.

Areas of Focus

Education

  • University of Florida, Gainesville, FL: Masters of Business Administration

  • State University of New York College at Buffalo, Buffalo NY: Masters of Science in Education, Specialty in Counseling

  • State University of New York at Fredonia, Fredonia NY: Bachelor of Arts in Political Science

Professional Credentials

  • CERTIFIED FINANCIAL PLANNER™ Practitioner

Insurance Licenses

  • Life, Accident, and Health

  • Long-Term Care and Medicare Supplement

Office Location

Aiken, SC