Bowman Financial Group, LLC

Investment ManagementNorth Carolina, United States2-10 Employees

Our mission is to create and preserve wealth for our clients through long term effective financial planning 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 achievement of these goals.  We offer the following comprehensive services through Advisory Representatives of Lincoln Financial Services:

Retirement planning
Investment management
Portfolio analysis
Asset Allocation design
College funding strategies
Business Planning
Executive Bonus solutions
Estate Planning
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.  

Investments offered through representatives of Lincoln Financial Securities, Member SIPC to residents of CA, CO, CT, FL, KY, NC, NY, PA, SC and VA.  Advisory Services offered through representatives of Lincoln Financial Securities to representatives of NC.  Lincoln Financial Securities and Bowman Financial Group are not affiliated.

Compliance:  LFS-921030-050814

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