The Dowling Group Employee Directory

Financial ServicesConnecticut, United States11-50 Employees

The Dowling Group is a financial services firm based in Greenwich, Connecticut, that provides wealth advisory, income tax, and asset management services to individuals, families, and small businesses. Its offerings are designed to create and preserve wealth through tailored, custom solutions delivered by a team that includes certified public accountants, certified financial planners, and enrolled agents, with independent attorneys contributing to estate, trust, and business planning. The firm operates as an independent registered investment advisor and a certified public accounting practice, working with clients on a fee-only basis and integrating tax preparation both within its comprehensive wealth management program and as a standalone service. Founded and located in the Greenwich area since 1979, The Dowling Group emphasizes coordinated guidance across financial, tax, and insurance strategies to support its clients’ planning and protection needs.

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