A complete list of active advisors currently associated with Bowman Wealth Management Group

Warmer can help you find a great advisor at Bowman Wealth Management Group or one who fits your needs even better.

The firm provides discretionary asset management, ERISA 3(21) retirement-plan advisory, and standalone financial planning and consulting to individuals, corporations, and business entities. It reports roughly $91.3 million in discretionary assets under management across about 277 client relationships and does not impose a minimum account size. Portfolios are built from documented client goals, time horizons, risk tolerances and an investment policy statement, and the firm uses fundamental, technical and charting analysis as part of its investment process. It trades on a discretionary basis, performs quarterly account reviews, and maintains custody relationships through a major custodian with fees billed on a recurring schedule in advance. Distinctive features include a firm launch in 2026 while its principals have prior affiliations with other advisory and brokerage entities, and an affiliated insurance practice that the owner devotes roughly 5% of his time to and for which commission compensation is disclosed. The firm also offers limited-scope ERISA 3(21) plan services with specified exclusions, does not vote client proxies, and provides fixed-fee financial plans—characteristics that are less common among supported peers.

To learn more about the advisors currently working at Bowman Wealth Management Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.