Joe Powers B/W

Joseph W. Powers , CFP® , CLU , CEPA®

Founding Partner & Chief Planning Officer

“My education, unique strengths, and personal values have found a home in a career that allows me to deliver objective advice designed to improve my clients’ lives. Approaching 30 years of experience, I relish serving others and strive for continuous improvement in assisting people to reach their life goals.”

BS, Villanova University, Business Administration | MBA, University of Vermont | Certificate in Financial Planning from New York University

As a Founding Partner and the Chief Planning Officer, Joe leads the financial planning and insurance strategies focus for Great Diamond Partners. Joe always knew he would land in a career where he could help people. He started working in New York City in municipal finance, then moved to Citibank Private Bank, expanding his experience into investment services. In 2000, he joined UBS in Portland, Maine, where over the course of the next 19 years, he acquired valuable financial planning experience while also gaining clarity about how he wanted to apply these skills to better serve his clients.

While at UBS, Joe had the opportunity to work with his future partners, Steve, Helen, and Jack. Joe’s philosophy of working with clients is to become deeply engaged with them, whether he is sitting in their living room, or speaking to them by phone, and it was important to him to work with others who feel the same way. Together, this core group of four founded Great Diamond Partners in 2019 with a shared vision of how to serve their client’s best interests above all others. Based on the founders’ common goals, a spirit of communication and collaboration is still very much a part of Great Diamond Partners today. Joe strives to create clarity and reduce anxiety for his clients as they navigate life’s challenges and reach their financial goals. He accomplishes this by listening intently and providing them with a roadmap to reach their objectives.

Joe lives in Yarmouth, Maine, with his wife Tania and their two children, Tasha and Josef, both in college, and their precocious Pembroke Welsh Corgi, Moxie.

Joe’s life is enriched by volunteerism. He is a Big Brother and the past president of Big Brothers Big Sisters of Southern Maine. Joe and his wife passionately support the Good Shepherd Food Bank and Portland Ovations. He is planning to devote his time to the Catholic Charities of Maine in the future.

Three Things to Know
"Volunteerism is deeply important to me – I learned by watching my parents give their time, talent, and treasure. I believe strongly in giving back to clients and the community."
"I see my role as an advisor as threefold - as a planner, counselor, and educator. At different times in the life of my advisory relationships, I emphasize some of the characteristics of each discipline, but the common thread is being available to help with whatever needs my clients have in the moment."
"I believe that your life is more than your money or wealth. I’m here to navigate life goals beyond just the financials and build a deep bond with you and your family."