Financial Planning | Investment Management

Financial Planning |

Investment Management

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Brinton
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Been working with John at Bowline for several years. We used to guess about whether we were doing enough for retirement, but not anymore. John's knowledge and attention to what our short and long term goals are continues to impress me.
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Natalie
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I have worked with John for over 6 years now, and he has helped me with everything from setting up my Roth IRA, selecting the correct retirement options when starting new jobs, to helping save for and purchase a house. John and team are always available and quick to respond to any questions/concerns. They also do a great job with general check-ins throughout the year. Finally, they have a newsletter that is sent out once a month that helps put into perspective current market trends and advice for investing/handling money. Overall, couldn't say better things about Bowline Financial!
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Ambrose
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Been using John’s services for years, the results speak for themselves. Working with Bowline is a no brainer, don’t wait get started with John as you can
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Bonnie
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They have grown my IRA allowing me to enjoy my retirement. They keep me informed and offer advice on what's best for my needs.
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Jessica
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I’ve been with Bowline, John in specific, the last 2.5 years and they are fantastic at what they do. I could not be happier with the financial advice and performance as a whole. John has a great way of providing a happy medium of taking into consideration of my thoughts as well as offering his expertise. Retitrment can be a scary thought, but It puts my mind at ease knowing I’m in good hands. Thank you Bowline!
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John
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John and the rest of the Bowline team are true professionals, always keeping the customer's best interests in mind at all times!
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The Bowline Knot

Defined as a simple and elegant, the Bowline knot’s configuration never slips or comes loose under any strain or load. The Bowline is a representation and constant reminder of our mission to develop financially unbreakable clients, and help them achieve the most value possible from their lives and their business. We execute this mission by adhering to prudent planning and investment processes that provide the framework for all of our recommendations.

What We Do

Executive Team