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Putting trust and integrity first, we make financial planning understandable and comfortable every step of the way. The Financial Planning process that we provide is comprehensive and unbiased. We do not work for a particular company or financial institution; we only work for you.
Every recommendation is tailored specific to you, with your best interest in mind. Individuals respond differently to communication, presentation and explanation styles, and it is extremely important for us to address those styles and meet your expectations. Every investment client is first a financial planning client; it's important to go through that process before making any professional investment recommendations.
Matthew has been working in the Financial Services industry since 1997. He graduated from Shippensburg University with a Bachelors Degree in Business Administration majoring in Finance with an Economics minor. He spent the first five years at a full service brokerage firm and a mutual fund company's field force uncovering many ways to help his clients in the financial services industry. While there, his business and professional relationships grew to a point where he knew, both personally and professionally, that it was in his clients best interest for him to seek a completely independent broker/dealer. Read more about Matt
Marc has been working in the Financial Services industry since 1998. Marc graduated from Shippensburg University with a Bachelors' Degree in Science. He spent 13 years working for a Mutual Fund Company in a top regional office that focused on financial planning as a cornerstone for meeting clients' financial needs. As one of the Managing Partners at Stout Bowman & Associates, Marc is passionate about using financial planning to help clients reach their financial goals. Read more about Marc
Paul has been working in the Financial Services industry since 2004. He graduated from Texas A&M University with a Bachelors of Science degree in Physics, and an MBA in Management. He spent 27 years working for IBM as a Systems Engineer, supporting marketing representatives in the Marketing Division. After retiring from IBM, Paul joined a mutual fund company and developed his financial and investment planning skills. Read more about Paul
David graduated from Penn State University with a Bachelors of Science degree. Before entering the Financial Services industry in 2013, he spent 6 years in the health and fitness industry, successfully building and leading a division of a nationally recognized fitness franchise. Over those 6 years, he developed a comprehensive fitness planning approach, successfully identifying client needs and implementing strategic, individualized programs to help each client meet their goals. Read more about David
Stout Bowman & Associates is a Registered Investment Advisory firm with an office in Mechanicsburg, PA. If you are a licensed advisor and interested in exploring the opportunities offered by the RIA business model, then please use our contact page to let us know.