About Us

What’s important to you?

That’s what we want to find out. Because that’s what’s important to us, too.

Isn’t that what financial planning and investing are all about — working toward what’s important to you? Whether you want to retire early or fully fund your children’s college education — or both! Our ultimate goal is to help you create and implement a plan to help you pursue what matters most to you.

We don't just ask your risk tolerance and give you a pre-packaged investment strategy. Instead, we listen. In fact, that's probably our greatest skill! Listening to you and understanding your values, fears, and how you'd like to maximize your future - both financially and personally. We dig deeper and find out what's really important to you, and also what the hurdles might be in getting you where you want to go. Only then do we build your financial plan and investment strategy, and help give you the support and guidance you need to make those dreams a reality.


We’re experienced and determined financial advisors and strategists.

At AimWell Financial, we know how to create a smart financial plan and investment strategy. But, perhaps even more important, we can give you the tools you need to help you get where you want to be in life.

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Amy Powell, CFA®

Founder

(727) 335-1874

info@aimwellfinancial.com

Amy Powell is a seasoned financial advisor with over two decades of experience in the financial services industry. As the founder of AimWell Financial, Amy is committed to guiding clients toward financial success.

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Rick Wedell

Chief Investment Officer

Rick Wedell joined RFG Advisory as Partner and Chief Investment Officer (CIO) in 2016. As CIO and leader of RFG's Investment Team, Rick manages multi-asset portfolios and provides strategic insights on asset allocation and portfolio ...

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We’re powered by RFG Advisory.

RFG Advisory is an innovative turnkey platform engineered to support independent financial advisors. RFG handles all the behind the scenes work so we can spend time doing what we love – serving you, our clients.

Learn More About RFG        See Our Awards