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

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

Bowen Financial serves individuals, families, trusts, estates and small businesses, including a substantial number of high‑net‑worth households, providing fee‑only financial planning and discretionary investment management. The firm works with clients to define objectives across retirement, estate and tax planning and implements portfolios using no‑load mutual funds, ETFs and select individual securities. Investment decisions are guided by a strategic asset‑allocation process grounded in academic research and modern portfolio theory, with portfolios often tilted toward small‑cap and value exposures and rebalanced on a disciplined basis. The firm typically implements these allocations through low‑turnover, no‑load funds (including access to Dimensional Fund Advisors’ funds), treats cash as an asset class, and generally manages accounts on a discretionary basis using institutional custody relationships. A distinctive element is the firm’s affiliation with a separate CPA practice: the founder continues to provide tax compliance and consulting services through that accounting firm, creating an integrated tax‑and‑investment advisory capability that is uncommon among peers. Bowen Financial operates as a small supported team (three advisors managing roughly $191 million for about 67 family groups), holds NAPFA membership and follows a fee‑only fiduciary model; the firm also discloses operational considerations tied to the limited availability of certain funds if a client moves to an adviser not approved to use those funds.

To learn more about the advisors currently working at Bowen Financial Services, 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.