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
Stock Market Indices Explained
A stock index-or stock market index-which measures the value of a section of the stock market is computed from the prices of selected stocks (typically a weighted average). Investors and financial managers use stock indices to describe the market, and to compare the relative return on specific investments. Some indices are designed to indicate the broad performance of the Read more
BAM Second Quarter 2017 Economics Update
The Economy Real gross domestic product (GDP) increased at an annual rate of 2.6% (advanced estimate) in the second quarter of 2017. In the first quarter of 2017, real GDP increased 1.2% (revised). For the first half of 2017, real GDP increased 1.9%. According to the BEA, “The increase in real GDP in the second Read more
Personal Finance Tips for College Graduates
Graduation is a time for new adventures and new financial responsibilities. It is about transitioning from student life to the workforce and from focusing on education to focusing on a career. When starting out, it is important to have a firm foundation in the basics, from budgeting to saving to staying on top of debt. Read more
Housing Market and the Economy
After the housing crash and resulting financial crisis, investor attention was focused on the housing market recovery. Now that the crisis is over and housing has recovered, investors are paying less attention to this area of the economy. Because housing is typically the largest purchase most people make, it is important for both homeowners and Read more