We work for you.
We are Zack and Linda Bowen, the co-principals of Bowen Asset Management, a family-owned firm. We are independent, fee-based financial advisers.
As independent financial advisers, we each bring our individual experiences and strengths together to make the best decisions in your interests. We work for you, with access to a full spectrum of investment opportunities. The investments we recommend are those we believe are most appropriate for your financial needs.
When we worked on Wall Street, our focus was on incremental results for institutional investors. At Bowen Asset Management we are able to use our knowledge to have a bigger impact with each client, solving problems and offering substantive solutions for the individual. Rather than discussing your finances in a corporate meeting room, though, we’re more likely to be talking to you over a kitchen table now.
As a boutique firm, we can focus on you as an individual. At the same time, we are able to tap into a large pool of expertise that we have become acquainted with through our years working on Wall Street. You will have Wall Street experience working for you at a personal level.
Our primary goal is to help guide you through life’s financial transitions while developing a relationship particular to you.
Client Focused
We work for you and take our fiduciary responsibility seriously. Each client's financial transitions are unique. More...
Who We Are
We are a family-run firm, with a gender-balanced leadership and staff, owned and operated by a husband-and-wife team with a combined 50 years on Wall Street. More...
Customized Solutions
We do our own research to find what we consider to be the best investments for our clients' needs. We are committed to client-individualized solutions in designing each portfolio. More...
Services
We provide planning for investments and retirement, 401(k) consulting, portfolio monitoring and evaluation, college saving, estate management planning, and special needs planning. More...
Bowen Reports
How to Help Your Young Relatives Pay for Their Higher Education
Higher education is expensive. During the 2023-24 school year, according to the College Board, the average estimated yearly budgets for full-time undergraduate students (including tuition and fees, housing and food, plus allowances for books and supplies, transportation and other personal expenses) varied: $19,860 for public two-year in-district students, $28,840 for public four-year in-state students, $46,730 Read more
Election 2024 Results: Key Economic Takeaways
Former President Donald J. Trump has been elected to be the 47th president of the United States, winning both the popular vote and the electoral college. As of now, the Republicans have control of the Senate, albeit with fewer than the 60 seats needed for a super-majority which would remove the possibility of a filibuster Read more
Time For Medicare Open Enrollment: How It Works
Annual open enrollment for Medicare started on October 15 and runs through December 7. (Extended enrollment opportunities may be available to some people in areas where FEMA declares an emergency or major disaster that hampers their ability to complete their signup during the normal window.) This is time when Medicare health and drug plans can Read more
What Do You Know About Current Economic Trends? Take Our Quiz
Given this is an election year, chances are you have heard a lot of economic figures thrown around. (Some are even true.) While it’s always a good idea to keep up with the economic trends, there is a lot of data out there and it might be difficult for you to keep track. (It’s OK, Read more
Meet with us.
No Obligation Consultation.
If you would like to learn more about our services, please call us at 610.793.1001 or fill out the form below.
The Personal Fact Sheet
If you were incapacitated in some way today, would your loved ones be able to quickly locate your important information or know how to handle your affairs? Many of us have a great handle on our finances, but our record keeping systems might not be obvious to family members or others who might need immediate access to them in times of emergency.
Our Personal Fact Sheet is a great way to organize your personal and financial information.
Bowen Asset Management LLC (“BAM”) a Pennsylvania Registered investment advisor. Zack R Bowen is a Principal of BAM. Posts by Zack Bowen and/or BAM should not be construed as a solicitation to effect, or attempt to effect transactions is securities, or the rendering of personalized investment advice over the Internet. BAM may only transact business in those states in which it is registered, or qualifies for an exemption of exclusion from registration requirements. Due to changing market conditions, any statements concerning securities or investment markets, statements made or linked to this account may no longer be reflective of current position(s) and/or opinions of Zack Bowen or BAM. No statements made or linked to on this web site should be interpreted as legal, accounting or tax advice. BAM may describe, reference, or provide links, in its sole discretion, to other information or products or sites on the World Wide Web for the convenience of our customers and visitors in locating related information and services. BAM assumes no liability for the content of any linked sites, including, without limitation, the accuracy, subject matter, quality or timeliness of the content. Any descriptions of, references to, or links to other products, publications or services does not constitute an endorsement, authorization, sponsorship by or affiliation with BAM with respect to any linked site or its sponsor, unless expressly stated by BAM. Any such information, products or sites have not necessarily been reviewed by BAM and are provided or maintained by third parties over which BAM exercises no control. In addition, to the extent that they were reviewed by BAM, BAM undertakes no responsibility for continually monitoring such sites; the material at a site when BAM viewed it may differ materially than when you do. Accordingly, BAM expressly disclaims any responsibility for the content, the accuracy of the information, and/or quality of products or services provided by or advertised on these third-party sites.