ABOUT US

We founded Financial Advisor Select to accomplish a single goal: to help successful families achieve financial peace of mind by connecting them to top financial advisors in their communities.

Led by Financial Advisor Select founder John Bowen, our team collectively has many decades of experience in the financial services industry. We have seen the industry from all angles: as financial advisors, as consultants to financial institutions and as coaches to top financial advisors.

Throughout that time, we have had countless opportunities to see the difference that great financial advisors can make in the lives of their clients. Unfortunately we have also witnessed what can happen when people receive mediocre financial guidance: costly, unnecessary mistakes that put clients’ goals and dreams in jeopardy.

Inspired by these experiences, we have built a network of the top financial advisors in the country. Through our proprietary matching process, we introduce those financial advisors to successful families whom they are very well qualified to serve.

Through this service, our aim is not just to help these families to reach their key financial goals, but to help them achieve something even more important: the peace of mind that comes from knowing that they are making informed financial decisions.

If you are not sure whether you are currently working with the right financial advisor, we would be happy to introduce you to a financial advisor who is very well qualified to serve you. Simply click here to schedule an exploratory meeting with one of our personal financial concierges.

We wish you the best of success.