Manuka Financial, LLC
Manuka Financial, LLC is a registered investment adviser headquartered in Richmond, Virginia, United States. The firm specializes in holistic retirement and financial planning, offering flat-fee advisory services tailored primarily to individuals and families. Founded by Michael T. Powers, CPA, PFS, CFP®, Manuka Financial focuses on high-quality, personal service and maintains a limited client roster to ensure proactive, individualized attention. The firm actively serves clients nationwide through virtual engagements and emphasizes personalized strategies to help clients prepare for and manage retirement. Founded in 2024, it operates as a boutique financial advisory practice.
Investment Strategy
Manuka Financial’s investment strategy is centered on personalized, holistic financial planning and retirement solutions. The firm does not charge the traditional percentage-of-assets-under-management fee, but instead uses a bracket-based flat fee model to provide clarity and consistency for clients, regardless of portfolio growth. Services include thoughtful tax, financial, and investment planning. The approach emphasizes diversified portfolios, proactive planning, clear communication, and ongoing support. The firm serves a limited number of clients to maintain a high level of responsiveness and customization in its investment and planning strategies.
Top Holdings
Equity Positions (51)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 18.01% | $33.0M | 108,691 | $289.40 | $303.93 | +$5.8M |
V VXUS | VANGUARD STAR FDS | 15.68% | $28.8M | 415,879 | $59.54 | $69.09 | +$3.6M |
N NVDA | NVIDIA CORPORATION | 10.76% | $19.7M | 125,641 | $134.29 | $157.99 | +$4.0M |
I IXUS | ISHARES TR | 8.25% | $15.1M | 195,603 | $74.04 | $77.31 | +$11.1M |
V VUG | VANGUARD INDEX FDS | 6.83% | $12.5M | 28,568 | $409.72 | $438.40 | +$1.2M |