Joseph W. Powers , CFP® , CLU , CEPA®

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.