Trust is Paramount
Financial advice that puts your interests first
We work for you.
We are independent, fee only financial advisors who have a fiduciary responsibility to our clients to always act in their best interests.
We don't get paid to sell products. We neither charge nor share hidden fees or residuals. We get paid to give you advice, to manage your portfolio, help you plan for your future, and most importantly, to help you understand and feel comfortable with your portfolio. Unlike advisors who are incentivized to sell one product over another with hidden fees and trailing commission payments, we are compensated in a wholly transparent means and are paid ONLY independently by our clients to provide independent advice in our client’s best interest to help our clients reach their personal goals.
We bring large experience to a small firm.
Our principals, Zack and Linda Bowen, have over 50 years' combined industry/Wall Street experience working with some of the largest financial institutions in the country generating and marketing investment ideas to mutual and pension fund managers, analysts and other institutional organizations. Bowen Asset Management strives to make a difference in people’s lives by helping them understand how to reach their personal financial goals. We do this by using a similar analytical process to what we used at larger financial/Wall Street firms. We believe after over a combined 50 years generating and marketing investment opportunities to these organizations, we know our way around these firms and can develop diversified investment strategies and provide optimized returns to our clients within their individual risk tolerances.
You are unique.
We know that everyone has a different set of circumstances and different hopes, dreams and fears. We will work with you in a personal, individualized way to develop clear financial goals and a plan to achieve them. And, we will explain the strategy every step of the way in transparent terms.
Our clients include:
- small business owners
- executives and professionals
- retirees and those looking to retire
- couples just starting to plan for their future
- widows and divorcees
- families looking to transfer wealth across generations
- and others
Meet with us.
Call 610.793.1001 or fill out this form.
The Personal Fact Sheet
If you were incapacitated in some way today, would your loved ones be able to quickly locate your important information or know how to handle your affairs? Many of us have a great handle on our finances, but our record keeping systems might not be obvious to family members or others who might need immediate access to them in times of emergency.
Our Personal Fact Sheet is a great way to organize your personal and financial information.
NEWS
Futureworld: 401(k), IRA, and Other Ways to Retire
Coauthor: Michael Harrington Contemplating the future can be daunting – after all, it’s unpredictable. But if your future includes a secure retirement (and it should), one thing is very predictable: you will need money to maintain yourself and your loved ones. It’s always advisable to have a retirement plan – but which one? This is a Read more
Tariffs Stir Trade War Winds. But What Are Tariffs?
Coauthor: Michael Harrington The drums of a trade war with China are echoing. Canada is miffed, with some of our neighbors to the north talking a boycott of U.S. goods. The European Union is looking to replace us with Australia as a trade partner. Markets are turbulent: the Dow’s 2018 gains have vanished, and the Read more
A Bumpy Ride: Economics and Market Update First Quarter 2018
Coauthor: Linda Bowen 2018 has been a good time to fasten your seatbelts. The markets have remained volatile over the last four months, after a stellar performance in 2017. The broader markets went parabolic through January, followed by 1,000-point swings. After the sharp correction in early February and continued volatility through early May, the market recovered Read more
Mood Swings: Volatility and the Market
The new normal on Wall Street appears to be wild fluctuations, like the Dow Jones Industrial Average 1000-point drops earlier this year and the rapid-fire price reversals that can shift the mood from optimism to pessimism in a matter of seconds. There have already been 28 trading days in 2018 on which the Standard & Poor’s 500 stock index Read more