We believe that everyone, no matter their stage of life or means, deserves great financial advice and planning help. At Bowen Asset Management, we recognize the huge responsibility we have as an adviser working with our individual clients. This keeps us focused solely on the client's interests and how we can best help achieve them.

We listen as you tell us what you need, what you want to accomplish, what you dream of, and what keeps you awake at night. We will work together with you to implement a personalized plan that fits you and explain how we can help you reach your financial goals. We will keep you posted on where you stand and adapt your plan as life causes changes to occur.

As a fee-based provider, we have no obligations to invest in any specific financial institutions or investment products, leaving us free to access a full spectrum of investment opportunities for our clients. We recommend investments we believe in, making moves that are appropriate for each individual client’s financial situation.

Like many financial advisers, we deliver wealth management, financial planning, consulting, and retirement planning. As a small family firm, we can promise a focus on you as an individual and not simply one of many accounts, while tapping into a large pool of experts that we have become acquainted with over the years.

What Makes Us Different?

Unlike other advisers, our advisory services extend well beyond just mutual funds and exchange-traded funds (ETFs). We truly care, priding ourselves on forming a deep relationship with our clients and taking measures that go beyond mere impersonal advice.

We have worked with large financial institutions on Wall Street, where a good investment idea in any year might result in a very small change to the institution's portfolio. These institutional firms deal with many, many financial firms at once and even the best advice is likely to provide only a marginal impact on the overall performance in their massive portfolios.

We put our Wall Street experience to work on a Main Street basis, making recommendations and giving advice that can have a substantial impact on investment performance, but for each individual rather than an immense firm.

We take our Wall Street knowledge, connections, and experience and put it to work for you, talking with portfolio managers and analysts as part of all active investments we make. Because of this, we are able to monitor investments and the managers' commitments to their own stated practices (usually part of the reason we invest with these firms in the first place).

Our clients range from high-net-worth retirees to young professionals just beginning careers to empty-nesters preparing for retirement to special needs trusts. We know how the retail business works and will always strive to deliver suitable advice for every client, no matter the resource entrusted to us.