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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Momentum frontierAlpha
- Established Date
- 02-22-2000
- Office Locations
- 1
Office Locations
About Bowen Financial Services, LLC
Bowen Financial Services is a fee-only fiduciary RIA in Midlothian, VA providing integrated tax planning/preparation, financial planning, and investment management for individuals and families, especially those navigating life transitions and retirement. The firm uses an evidence-based, tax-efficient investing approach (e.g., tax-smart implementation, rebalancing, and withdrawal strategies) and commonly uses diversified funds and ETFs. Led by a CFP/CPA founder with deep tax expertise.
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Owner & Executives
JOHN GEARY BOWEN
Chief Compliance Officer, Founder, Investment Advisor Representative, Managing Member
- CRD
- #2907797
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Cynthia Rives Bowen
Advisor
- CRD
- #7960015
John William Bowen
Investment Advisor Representative
- CRD
- #7543956
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $190,985,562 | $626,182 |
| Non-Discretionary | $0 | -- |
| Total | $190,985,562 | $626,182 |
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Separately Managed Accounts
Total SMA Asset: $190,985,562
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,020,061,560 | 27.4% |
| Equity - Exchange | $560,309,046 | 7.6% |
| U.S. Government/Agency | $1,223,832,916 | 16.6% |
| Cash | $1,481,869,977 | 20.1% |
| Corporate - Investment Grade | $2,086,413,948 | 28.3% |
| Total | $7,372,487,447 | 100.0% |