Wealth Management Expansion Cowan Financial Group operates as a full-service financial planning and consulting firm with a 40+ year presence in the St. Augustine area, indicating potential for cross-sell across individuals, families, and business owners seeking comprehensive planning and wealth preservation services.

Affiliation Opportunity Wholly owned by Arch Global Advisors and partnered with Cadaret Grant & Co. for securities and advisory services, presenting a channel for co-branded offerings, enhanced investment solutions, and access to broader custodial and advisory capabilities.

Technology Stack Utilizes a modern tech footprint including AWS, Cloudflare, Microsoft 365, analytics tools like Hotjar and Datadog, and recruiting platform iCIMS, suggesting readiness for data-driven marketing, client experience improvements, and scalable operations that can be leveraged in digital outreach.

Financial Scale Reported revenue between 25 and 50 million with a mid-sized employee base, indicating stability and potential for upsell of advanced advisory, estate planning, and insurance solutions to existing clients and business owners seeking succession planning.

Target Clientele Focus on individuals, families, and business owners in the St. Augustine area with a long-standing local presence, opening opportunities for localized marketing campaigns, referral programs, and strategic partnerships with local attorneys, CPAs, and small business networks.