A complete list of active advisors currently associated with Cowdell Investments, LLC

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

Cowdell Investments primarily serves individual clients seeking retirement planning, financial planning and wealth management, and also provides advisory services to trusts, estates, charitable organizations and business entities. The firm offers discretionary and non-discretionary wealth management, financial and retirement planning, retirement and securities analyses, and access to insurance-based products through its advisor representatives. The firm tailors portfolios to each client’s risk tolerance and time horizon and generally shifts allocations toward lower-risk holdings as clients age, offering alternatives such as CDs, Treasuries, buffered ETFs or fixed annuities when appropriate. Cowdell Investments uses both fundamental and technical analysis, begins relationships with a free initial consultation to assess goals and risk tolerance, and monitors managed accounts on an ongoing basis. Noteworthy distinctions include that the firm’s advisor representatives are also licensed independent insurance agents and the firm is affiliated with an independent insurance agency; the brochure reports clients hold over $20 million in fixed and indexed annuities and notes that insurance commissions and related conflicts of interest are disclosed to clients. The firm also discloses that principals engage in external public-facing activities (acting, public speaking, authorship) and that it may, in some cases, waive or reduce advisory fees when clients purchase insurance products through its agents.

To learn more about the advisors currently working at Cowdell Investments, 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.