A complete list of active advisors currently associated with Bowman Retirement Planning

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

Bowman Retirement Planning provides comprehensive portfolio management and financial planning to individuals, high-net-worth clients, trusts, pension and corporate accounts, offering discretionary management across individual stocks, bonds, ETFs, options and other public and private securities. The firm reports managing about $25.6 million in discretionary assets for a small client base and delivers ongoing monitoring, periodic rebalancing and planning or consulting summaries upon request. The firm’s investment process uses a wide range of analytical methods—cyclical, fundamental, technical, quantitative, qualitative and sector analysis—and implements asset-allocation approaches that may include ETFs, fixed income with duration management, and both long- and short-term trading consistent with clients’ goals and risk tolerances. It generally recommends a qualified custodian for custody and execution, seeks to balance execution quality with available services, and typically makes portfolio decisions on a discretionary basis while limiting client-imposed trading restrictions except on a case-by-case basis. Distinctive features disclosed in the brochure include a prior disciplinary event in which a firm principal entered an Acceptance, Waiver and Consent with FINRA in 2021 related to unsuitable early rollovers of unit investment trusts, resulting in a fine and a short suspension. The firm’s representatives are also licensed insurance agents/brokers and may offer insurance products (with state-specific limitations), a relationship the firm discloses as a potential conflict and says it manages by adhering to its fiduciary duties and internal policies.

To learn more about the advisors currently working at Bowman Retirement Planning, 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.