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At Bowline Financial, we are driven to provide a client obsessive financial planning and wealth management service. This service is targeted to improve the lives of successful individuals, families, and businesses who are committed to pursuing the best possible value for their goals. Whether that goal is a dignified retirement, an equitable business transition, funding your children’s education, or leaving behind a charitable legacy, we will implement a strategy and monitor your progress until the end.

Our approach is one that is tailored to maintain client engagement, identify and manage risks, and remain fully transparent throughout the process. We encourage you to engage our services if you are compelled to improve the appropriateness of your investments and place yourself in a position of control over your life and your business in the future. 

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We work hard to positively impact our clients’ financial experiences through individualized and attentive care.

Helpful Content

Curated articles, videos, and more for a more financially savvy you.


Financial planning is where our clients find the most value from our service.  This collaborative process helps maximize a client's potential for meeting life and business goals through relevant financial advice. 

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A sound risk management strategy is a foundation of individual or business's financial success. After first determining if there is an insurance need, we take an unbiased approach to help clients navigate protection vehicles like life, disability, and long-term care insurance. 

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We pay close attention to the appropriateness of our clients' investments to help maximize upside potential and help minimize downside exposure. Besides coaching our clients on prudent investment behaviors, we tailor their portfolio based on each client's attitude towards risk, their investment time horizon, and their goals. 

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Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.
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Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
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Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.
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Use the contact form below to ask us any question or schedule a free, confidential, financial assessment.

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