Bo

Bobby Bowen

Financial Advisor

5540 Falmouth St. Ste 107,
Richmond, VA 23230
434.326.6896

Bobby is a Financial Advisor. His practice provides a full array of financial planning services. Bobby specializes in helping clients with personal financial planning through tax diversification and ongoing money management advice.

He holds a BA in Government and Political Science from Hampden-Sydney College.

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Innovating the Way You Think About Financial Wellness

Time to schedule your annual review or spend some time examining your finances? Have a question? Fill out this form to get in touch with Bobby.

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AREAS OF FOCUS:

Tax Diversification

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Money Management

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Financial Planning

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FINANCIAL VIDEO LIBRARY

When Markets React

When markets shift, experienced investors stick to their strategy.

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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

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The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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Saving for College 101

Here's a crash course on saving for college.

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Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

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Interactive Tools & Resources

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

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Exploring Retirement Plans for Small Businesses

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.