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

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

Cowan Financial Services LLC provides discretionary investment management and ongoing advice primarily to individual clients and also accepts trusts, estates, corporations and retirement plans. Like many independent advisers, it constructs portfolios of stocks, bonds, ETFs, master limited partnerships and closed‑end funds and generally charges fees based on a percentage of assets under management. The firm uses charting, fundamental and cyclical analysis and follows a total‑return approach tailored to client objectives, employing both long‑ and short‑term trades as appropriate. It may implement option strategies (including covered calls and put writing) and reviews accounts at least quarterly, with the flexibility to recommend short‑term holdings when warranted. Compared with typical solo independent advisers, Cowan Financial Services provides ERISA 3(21) retirement plan advisory and pension consulting to small business plans and accepts some corporate/business clients, services that are less common among peers. The firm also discloses the use of borrowing (margin) and derivatives within separately managed accounts, requires custody with a single broker‑dealer platform, and the principal engages in independent insurance activities that can create additional conflicts of interest.

To learn more about the advisors currently working at Cowan 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.