Bowman Retirement Planning

Overview

Bowman Retirement Planning is an independent, privately owned registered investment adviser that focuses on individuals and families. The firm’s advisory work centers on financial planning and portfolio management for individual clients and small business owners. It charges fees based on a percentage of assets under management and does not act as a capital allocator or pension consultant. Bowman is not designated as a multi-state adviser and it does not identify as an active ESG investor. The firm lists an industry affiliation with an insurance company, which may reflect a relationship used to support insurance-related planning or product access.

Assets & Accounts

Investments & Alternatives