We work for you.
We are Zack and Linda Bowen, the co-principals of Bowen Asset Management, a family-owned firm. We are independent, fee-based financial advisers.
As independent financial advisers, we each bring our individual experiences and strengths together to make the best decisions in your interests. We work for you, with access to a full spectrum of investment opportunities. The investments we recommend are those we believe are most appropriate for your financial needs.
When we worked on Wall Street, our focus was on incremental results for institutional investors. At Bowen Asset Management we are able to use our knowledge to have a bigger impact with each client, solving problems and offering substantive solutions for the individual. Rather than discussing your finances in a corporate meeting room, though, we’re more likely to be talking to you over a kitchen table now.
As a boutique firm, we can focus on you as an individual. At the same time, we are able to tap into a large pool of expertise that we have become acquainted with through our years working on Wall Street. You will have Wall Street experience working for you at a personal level.
Our primary goal is to help guide you through life’s financial transitions while developing a relationship particular to you.
Client Focused
We work for you and take our fiduciary responsibility seriously. Each client's financial transitions are unique. More...
Who We Are
We are a family-run firm, with a gender-balanced leadership and staff, owned and operated by a husband-and-wife team with a combined 50 years on Wall Street. More...
Customized Solutions
We do our own research to find what we consider to be the best investments for our clients' needs. We are committed to client-individualized solutions in designing each portfolio. More...
Services
We provide planning for investments and retirement, 401(k) consulting, portfolio monitoring and evaluation, college saving, estate management planning, and special needs planning. More...
Bowen Reports
W-2, 1099, 1098? A Tax-Day Translation
With Super Bowl Sunday, Mardi Gras, and Valentine’s Day finished, the holiday season is well and truly over. It’s time to get back to the grind, represented by the sometimes frantic, often less-celebratory Tax Day: April 15. So, pack away the team banners, sparkly beads, and heart-shaped cards. The W-2 is arriving (or the 1099 Read more
Getting a Good Start: A Guide to Investing
Think you don’t have enough money to start investing? Think again. Anyone can learn to begin investing, even if you start your journey with just $100. But when you do start investing, the most important part of the process is to have some basic knowledge. Investing is when you buy something in hopes that it Read more
To-Do List: Time for a New Year of Planning
With the holiday lights and decorations packed neatly (or not) in storage for next season, the party hats and noisemakers swept up with the celebration confetti, and life getting back into its regular rhythm, it’s a good time to reflecting on the past year and important to look at a planning checklist for the next Read more
That College Try: Don’t Delay in Applying for Aid
For prospective college students and their parents, it’s time to knuckle down and apply themselves, literally, by filling out the Free Application for Student Aid (FAFSA). The FAFSA for the 2024-25 award year will be available by December 31, 2023 (delayed from the more usual October 1 release date.). Every high school senior should fill Read more
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If you would like to learn more about our services, please call us at 610.793.1001 or fill out the form below.
The Personal Fact Sheet
If you were incapacitated in some way today, would your loved ones be able to quickly locate your important information or know how to handle your affairs? Many of us have a great handle on our finances, but our record keeping systems might not be obvious to family members or others who might need immediate access to them in times of emergency.
Our Personal Fact Sheet is a great way to organize your personal and financial information.
Bowen Asset Management LLC (“BAM”) a Pennsylvania Registered investment advisor. Zack R Bowen is a Principal of BAM. Posts by Zack Bowen and/or BAM should not be construed as a solicitation to effect, or attempt to effect transactions is securities, or the rendering of personalized investment advice over the Internet. BAM may only transact business in those states in which it is registered, or qualifies for an exemption of exclusion from registration requirements. Due to changing market conditions, any statements concerning securities or investment markets, statements made or linked to this account may no longer be reflective of current position(s) and/or opinions of Zack Bowen or BAM. No statements made or linked to on this web site should be interpreted as legal, accounting or tax advice. BAM may describe, reference, or provide links, in its sole discretion, to other information or products or sites on the World Wide Web for the convenience of our customers and visitors in locating related information and services. BAM assumes no liability for the content of any linked sites, including, without limitation, the accuracy, subject matter, quality or timeliness of the content. Any descriptions of, references to, or links to other products, publications or services does not constitute an endorsement, authorization, sponsorship by or affiliation with BAM with respect to any linked site or its sponsor, unless expressly stated by BAM. Any such information, products or sites have not necessarily been reviewed by BAM and are provided or maintained by third parties over which BAM exercises no control. In addition, to the extent that they were reviewed by BAM, BAM undertakes no responsibility for continually monitoring such sites; the material at a site when BAM viewed it may differ materially than when you do. Accordingly, BAM expressly disclaims any responsibility for the content, the accuracy of the information, and/or quality of products or services provided by or advertised on these third-party sites.