Bowen Asset Management

Who We Are

Bowen Asset Management LLC is a family-owned firm, run by a dynamic husband-and-wife team, Zack and Linda Bowen, who together bring over 50 years of experience in the financial industry. As co-principals, we are committed to providing personalized and unbiased financial advice to our clients. Our firm is independent and fee-based, ensuring that our clients receive investment recommendations that are tailored to their unique needs, without any conflicts of interest.

Client Focused

At Bowen Asset Management, we take our fiduciary responsibility seriously. Our primary goal is to help guide you through life's financial transitions while developing a relationship that is unique to you. We recognize that each client's financial transitions are unique, and we take the time to understand your individual needs, goals, and risk tolerance. Our advice is based on a thorough analysis of your financial situation and is always in your best interest.

Customized Solutions

We do our own research to find what we consider to be the best investments for our clients' needs. Our commitment to client-individualized solutions is reflected in our portfolio design process. We seek to create portfolios that balance risk and reward, while taking into account your unique financial goals, time horizon, and tax situation. Our goal is to provide our clients with a comprehensive investment plan that is tailored to their individual needs and that helps them achieve their financial goals.

Services

Our services include planning for investments and retirement, 401(k) consulting, portfolio monitoring and evaluation, college saving, estate management planning, and special needs planning. We work with a diverse range of clients, including individuals, families, and small businesses, and we are committed to helping each of our clients achieve their financial goals.

Bowen Reports

As part of our commitment to providing our clients with the latest financial insights and analysis, we regularly publish the Bowen Reports. These reports cover a range of topics, including economic trends, market analysis, and investment strategies. Our goal is to provide our clients with the information they need to make informed financial decisions.

One of our recent reports, "Raise the Roof: The Housing Market Challenges, " examines the current state of the housing market and the challenges facing first-time home buyers. We provide an in-depth analysis of the factors contributing to the current housing shortage and offer insights into how these challenges might be addressed in the future.

Conclusion

At Bowen Asset Management, we are committed to helping our clients explore their financial path and navigate life's financial transitions. Our gender-balanced leadership and staff, combined with our extensive experience on Wall Street, enable us to provide our clients with a unique perspective and unparalleled service. As a boutique firm, we are able to focus on our clients' individual needs while tapping into a large pool of expertise.

If you are interested in learning more about our services, please contact us to schedule a no-obligation consultation. We look forward to the opportunity to work with you and help you achieve your financial goals.