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Brian M

Bryn Mawr, PA

McGowan & Co LLP

Brian McGowan is a financial advisor at McGowan & Co LLP with 24 years of industry experience. He has been with McGowan & Co., LLP since 1998 and McGowan & Co., LLC since 2000. Outside of his advisory role, he is a member of a related CPA firm where he prepares income taxes and handles estate, retirement, and educational planning. McGowan & Co., LLP provides personalized investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm primarily operates on a non-discretionary basis, emphasizing client-directed decisions, and manages a diverse range of assets including individual stocks, bonds, mutual funds, ETFs, and options.

Active portfolio management Options & derivatives strategies
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Brian M

Bryn Mawr, PA

McGowan & Co LLP

Brian McGowan is a financial advisor with McGowan & Co LLP in Bryn Mawr, PA, holding 28 years of industry experience. He has been with McGowan & Co., LLP since 1997 and McGowan & Co., LLC since 2000. In addition to his advisory role, he is a member of a related CPA firm that provides financial planning services including income tax preparation, estate planning, and retirement planning. McGowan & Co., LLP offers personalized investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes a primarily non-discretionary approach, documenting client objectives in Investment Policy Statements and managing approximately $575 million across over 230 accounts as of the end of 2024.

Active portfolio management Options & derivatives strategies
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Brendan M

CFP®

Bryn Mawr, PA

McGowan & Co LLP

Brendan Mcgowan is a CFP® with 24 years of industry experience, currently serving as an advisor at McGowan & Co LLP since 1998. He is also a member of MCGOWAN & CO., LLC, a CPA firm where he provides financial planning services including income tax preparation, estate planning, and retirement planning. McGowan & Co., LLP offers personalized investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes client-directed decision making through a primarily non-discretionary investment approach and integrates services with a related CPA practice.

Active portfolio management Options & derivatives strategies
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