Services

Bowen Enterprises LLC provides the follow services for:

 

Advisors Going Independent; Breakaway Brokers

The decision to Go Independent is comprised of many factors, both personal and professional, and will be unique to an individual’s situation. 

Bowen Enterprises LLC works with advisors closely and confidentially to help them assess whether going independent is right for them and educate them on the various options available. 

Bowen Enterprises then works with them to understand their unique situation and business and address the important factors to help them make an informed decision and to better prepare them for a move.  

Advisors in Transition

Many experienced independent financial advisors have reached a point in their business where they are considering a change such as:

  • A transition to a fee based business model,
  • Changing their business model; Going Independent; RIA; Hybrid
  • Assessing a new broker dealer partner or custodian
  • Acquiring or selling a practice/book of business. 

Bowen Enterprises LLC provides consulting services to advisors to help them address these issues. 

Growing Independent Firms

Utilizing its extensive knowledge and experience in working with advisors and independent firms, Bowen Enterprises can support growing Independent Broker Dealers and RIA firms. 

Our services include:

  • Advisor and Support staff Recruiting
  • Practice management consulting
  • Third party vendor referrals and recommendations

 

For more information on our services or to request a consultation, please contact us.

 

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