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Welcome to Bowman Financial Group

Welcome to Bowman Financial Group! Our mission is to help create and preserve wealth for our clients through long term effective financial strategies and wealth management. We build client relationships based on trust, competent professional advice, continual communication and prompt personal service. We assist our clients in setting financial goals, monitoring these goals and keeping them informed of the process and progress toward these goals. As an Investment Advisor Representative of Cambridge Investment Research Advisors, Inc., we offer the following comprehensive services:

  • Wealth Management
  • Portfolio Analysis
  • Individualized Portfolio Allocation Design
  • Financial Planning
  • Retirement Planning
  • Business Planning
  • College Funding Strategies
  • Life Insurance
  • Long-Term Care Insurance
  • Disability Income Insurance

We recognize that our clients lead active and complex lives. They understand that managing their investments is more complicated and time-consuming than ever before and acknowledge that working with specialized investment professionals provides them with a level of confidence and security. Wealth accumulation and estate preservation includes coordinating our planning with tax and legal professionals. We follow a disciplined approach to balance risk and return, and believe that educating clients enables them to make informed decisions

We have designed this site for clients and visitors to use as a complete financial planning and investment resource. We encourage you to explore our site to learn more about our organization and the array of resources available to you from one comprehensive site. You will find a host of information, including current financial market updates, articles, investment research tools, financial planning resources and calculators, as well as useful links to other financial planning and investment related sites.

If you have any questions, please email us or call to make an appointment

Cambridge Investment Research and its representatives do not offer tax advice.  Individuals should consult their tax or legal professional regarding their specific circumstances.

Our Company

We are passionate about providing comprehensive financial resources designed to empower and assist you in making your financial dreams a reality. Our firm offers innovative, client focused solutions designed to help achieve financial success and security.

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Our Services

As trusted financial advisors and Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., we are committed to providing ongoing client focused solutions designed to help achieve financial security through a broad spectrum of innovative, multigenerational financial planning services.

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Meet Our Team

Here at Bowman Financial Group, we understand how valuable your financial future is to you. Our team of professionals, specializing in diverse areas of financial strategies, allows us to be your comprehensive resource center for a wealth of knowledge and insight.

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