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

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

Bowline Financial serves individual clients (including high-net-worth households), business entities, trusts, estates, and qualified retirement plans with financial planning, discretionary and non-discretionary investment management, qualified plan consulting, and business consulting. The firm manages assets on a personalized basis for a relatively small advisory team and tailors services to client objectives, risk tolerance, and time horizon. The firm's investment process centers on customized financial planning that drives strategic asset allocation and portfolio construction, delivered either through custom accounts or one of three firm model portfolios. Bowline uses Orion as a platform/subadvisor to implement asset-allocation tilts, rebalancing, and tax-efficient asset-location strategies, and generally recommends custody with large custodians such as Charles Schwab. The brochure discloses that Bowline may recommend structured notes, digital assets, and other financial products that can be commissionable, and it maintains written due-diligence procedures requiring justification when a commissioned product is used. It also discloses referral arrangements (including payments to solicitors and SmartAsset), an affiliation with an insurance company, and the ability to serve as an ERISA fiduciary for qualified plans — characteristics that are less common among similarly sized peers and can affect how certain services are delivered.

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