A complete list of active advisors currently associated with Bowman Wealth Management

Warmer can help you find a great advisor at Bowman Wealth Management or one who fits your needs even better.

Bowman Wealth Management serves institutional and nonprofit clients such as endowments, municipalities, trusts and charitable organizations, while also offering advisory services to individuals, estates and corporate clients. The firm provides discretionary investment management, financial planning with an emphasis on planned giving, tax preparation services, and educational speaking engagements and workshops. The firm implements customized, policy‑based investment solutions, constructing portfolios from mutual funds, ETFs and individual securities and managing assets internally or through selected independent managers with ongoing oversight. Its approach is generally long‑term oriented, adheres to clients’ investment policy statements, and includes regular monitoring and reviews with discretionary trading authority within agreed guidelines. Distinctive features include a formal focus on philanthropic planning (including written planned giving analyses that consider equity compensation and business-sale gifting) and the provision of tax preparation plus public workshops and keynote presentations on financial literacy and planned giving. Bowman also coordinates with and refers clients to other advisers (attorneys, accountants) and offers both fixed‑fee and hourly financial planning engagements, a combination of services and client types that is less common among investment managers that primarily handle institutional or pooled assets.

To learn more about the advisors currently working at Bowman Wealth Management, 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.