A complete list of active advisors currently associated with Bowen Financial Planning LLC

Warmer can help you find a great advisor at Bowen Financial Planning LLC or one who fits your needs even better.

The firm provides fee-only financial planning and portfolio management primarily for individual clients, couples, and families and does not impose income or asset minimums. As a single-advisor practice with a small client roster and roughly $2.1 million in assets under management, it also works with workplace retirement accounts such as 401(k)s and 403(b)s. Investment work is grounded in modern portfolio theory with portfolios built from low-cost exchange-traded funds, no-load mutual funds and, occasionally, individual securities, and is monitored at least quarterly with annual rebalancing. The principal holds a Certified Fund Specialist designation and a master’s degree in finance and economics, which inform the firm’s focus on asset allocation and expense-aware fund selection. Noteworthy operational features include a complimentary initial meeting and a free general financial plan before engagement, flexible hourly consulting, and the acceptance of electronic payments for client fees. The firm does not take custody of client assets, avoids commissions and performance-based or side-by-side arrangements, and does not accept proxy-voting authority, leaving voting decisions to clients.

To learn more about the advisors currently working at Bowen Financial Planning LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.