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 individuals (including high‑net‑worth clients), business entities, trusts, estates, charitable organizations, and qualified retirement plans. The firm offers comprehensive financial planning, discretionary and non‑discretionary investment management, qualified plan consulting, and business consulting services. Bowline constructs portfolios using a strategic asset‑allocation framework and tailors investment recommendations to each client’s risk tolerance, time horizon, and objectives, offering either custom portfolios or one of three firm model portfolios. The firm applies a mix of technical, fundamental, quantitative, and qualitative analysis, leverages Orion as a platform/sub‑advisor for automated allocation and active tilts, and manages held‑away retirement and HSA accounts using order‑management and third‑party tools to implement tax‑efficient asset‑location and rebalancing. Distinctive aspects of the firm include disclosures that it may recommend products that generate commissions and has written due‑diligence procedures to document the use of commissioned products, as well as the use of independent solicitors and referral arrangements (including SmartAsset). Bowline also makes available less‑common investment vehicles — including cryptocurrencies and structured notes — and uses third‑party platforms to exercise discretionary management over held‑away plan assets, which differentiates its service mix from many peers.

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.