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
BAM Economics Update Fourth Quarter 2015
The first few weeks of 2016 has been difficult for most investors. The Markets began 2016 by cratering after a volatile second half of 2015. January first through January 13th has been horrible with market declines of (-7.25%) in the Dow, (-9.61%) in the NASDAQ Composite and (-11.4%) in the Russell 1000. We think the Read more
Annuities – A Brief Overview
An annuity is a contractual relationship between an investor and an insurance company that is designed to meet retirement or other long-range cash flow goals. As insurance products, annuities are defined by a contract between the investor and the issuing insurance company. In this contract, the insurance company usually agrees to make either a lump-sum Read more
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