Jim McGowan
CFP®
Marshall Financial Group
Senior Wealth Advisor
Jim McGowan
CFP®
Marshall Financial Group
Senior Wealth Advisor
After working hard and saving, when do you have the confidence to start spending your money? I enjoy helping clients make that decision. - Jim McGowan, CFP®
Fee-Only financial planner located in Doylestown, PA, serving clients locally and across the country
Jim McGowan is a Doylestown, PA fee-only financial planner. Marshall Financial Group provides holistic wealth management to help busy professionals, thriving entrepreneurs, and multigenerational families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jim McGowan is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Jim’s Role at Marshall Financial
Jim McGowan describes his most important role as “knowing what our clients want to accomplish and why.” As a Senior Wealth Advisor, he uses that knowledge to craft financial plans that help people get where they want to go, leveraging the expertise of our investment team.
Jim believes one of the greatest values he offers is helping clients decide when it’s OK to start spending the money they’ve earned and grown over a lifetime. “Our clients are humble, hard-working people who don’t consider themselves wealthy,” he says. “They’re often uncomfortable spending. I help them gain that comfort level, knowing they can start to enjoy what they’ve accumulated.” He also likes educating younger clients on how their daily money decisions can impact their retirement and other goals.
Wealth Management taps into Jim’s two different sides: his technical nature and his curiosity about people, their lives, and their goals. He appreciates the experience he gained in large companies like Vanguard, but he prefers the small-firm culture of Marshall Financial, where he can build closer relationships with clients.
Get to Know Jim
Jim finds it gratifying to help someone achieve an important life goal—like assisting one client through the complexities of qualifying for student loan forgiveness for her MD degree. “I woke up Thanksgiving morning to an email that said, ‘Happy Thanksgiving. I’m grateful for you,’” he shares.
Jim spends some of his spare time as a volunteer for Almost Home Dog Rescue, which finds good homes for rescued dogs. “I used to train and foster dogs before my wife and I had young children,” he says. “It’s interesting to see how each dog has a different personality.” Jim also enjoys woodworking, hiking, and golfing with his brothers.
Experience
With Marshall Financial since 2014
In financial services since 2001
Affiliations – Past & Present
- Financial Planning Association, Philadelphia Area Chapter Chair and Past President
- National Association of Personal Financial Advisors – Fee Only Advisors
Education
BS, West Chester University
Jim McGowan is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Marshall Financial Group helps clients achieve financial wellbeing, so they can live their happiest, healthiest, & most productive lives. We provide a welcoming, non-judgmental environment & a full service offering for clients from our Doylestown office.
We believe that having a sound financial position opens the door to a happier, healthier life. That’s why we see our job as total wealth management. We take time to get to know what wealth means to you – more time to spend with the kids, going on adventures, turning your hobby into a business, or maybe living a more purposeful life. Then we help you get there all while you enjoy the peace of mind that your money is working for you.
Welcoming Environment
We understand that figuring out what to do with your money can be intimidating, so we do everything in our power to create a truly welcoming environment where you can ask questions, share your passions and review options together, regardless of your financial knowledge.
Fiduciary Fee-Only
As your fiduciary, it’s our duty to do what is in your best interest. We don’t make commissions, so we aren’t incentivized to suggest solutions that aren’t in your best interest. We are paid directly by you for the work we do, which isn’t true of many financial advisory firms.
Total Wealth Management
We see our job as much more than managing money – it is total wealth management. We advise and manage your entire financial picture so you can be confident that you are saving enough to buy that dream home, without jeopardizing your future aspirations.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Jim McGowan is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Jim McGowan is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Jim McGowan is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Jim McGowan
Office Locations:
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33 W Court St
Doylestown, PA 18901
