A complete list of active advisors currently associated with Fowler Financial Management

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

Fowler Financial Management (Wealth Management and Preservation, Inc.) provides investment management, financial planning, estate planning coordination, and advisory consulting to individuals, families, trusts and closely held companies, including high-net-worth clients. The firm manages roughly $33 million in client assets and typically delivers discretionary portfolio management along with periodic financial plan reviews. Investment decisions are based on a mix of fundamental and technical research and are implemented under client-specific Investment Policy Letters, with accounts reviewed at least quarterly. Estate planning is treated as an integral part of the client relationship: the firm works with outside law firms, often accompanies clients to counsel meetings, and provides ongoing maintenance and periodic reviews without charging a separate estate-planning fee. Notably, the brochure discloses that the firm may receive commissions from non-variable insurance products (term life, fixed annuities, fixed-interest life insurance) and that insurance products requiring investment management may be managed without a separate fee for a period tied to the commission (up to five years). The principal holds insurance licenses and owns an inactive insurance agency, and the firm explicitly acknowledges the potential conflict that commissions can create while stating it operates under a fiduciary standard and strives to mitigate such conflicts.

To learn more about the advisors currently working at Fowler Financial 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.