Your Money, Your Plan!
When you take control of your finances, rather than letting them control you, you can live life more fully. Regardless of your age or life stage, you can make financial decisions that move you toward your goals.
About Us
Philosophy and Guiding Principals
Bryan Dowell is dedicated to putting his clients and their financial goals first. He believes that carefully listening to his clients' concerns and needs is important to maintaining ongoing long term relationships. Listening well also helps him to develop a financial plan designed to maximize his clients' wealth and to help ensure a quality lifestyle.
Bryan believes he is uniquely positioned to assist you with your financial planning needs because he has the experience to recognize opportunities, the stability to guide you through an ever changing financial environment, and the discipline to follow through.
Bryan will help assist Individuals, foundations, and businesses with solutions and portfolio management choices for each unique need.
Professional Traits and Expertise, Services and Benefits to Investors.
Using a wide array of products and services, Including discretionary fee-based accounts, fee based financial planning, stocks, bonds, mutual funds, insurance, annuities and trust services, we work diligently to find the best solutions for each client.
Working with Bryan Dowell
You will know who is managing your portfolios.
Bryan will help assist you with formulating clearly defined goals and implement customized investment solutions to help you achieve your goals.
Bryan Dowell
Investment Advisor Representative
Bryan Dowell received his BA in Economics with concentrations in Accounting and Finance from the University of Maryland Baltimore County. He has been a Certified Public Accountant since 1988. In 1994, Bryan became a Registered Representative and in 1997 became an Investment Advisor Representative. Another credential earned is the PFS or Personal Financial Specialist. This credential is sponsored by the American Institute of Certified Public Accountants and is awarded only to CPA's that have meet strict criteria related to financial planning education and experience.
Bryan enjoys spending time with family, friends and working on the family farm that has been owned for four generations and focuses on raising beef cattle. Woodworking is a past time that Bryan also finds rewarding and enjoyable.