top of page



Eric Powell
Lead Advisor, Jazz Wealth at Steward Partners; Former CEO, Rightplan Financial Planning
Eric Powell is a Managing Director and Wealth Advisor with Jazz Wealth at Steward Partners, where he leads the Jazz Wealth team. Eric began his career as a firefighter/EMT, rising to the rank of lieutenant, before moving into financial services. He founded RightPlan Financial and served as its CEO until merging the firm with Jazz Wealth Managers in 2022. As a lead advisor at Jazz Wealth, he helped double the firms assets under management in two years, supported by the firms YouTube channel, which has grown to more than 140,000 subscribers as of October, 2026. In 2026, he co-led the sale of Jazz Wealth to Steward Partners.
bottom of page
