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At Bowerman Solutions, we offer a full suite of services for investors of all economic levels. From helping individuals and business owners, to retirees and more, we’ll help ensure your plan works in unison so you can stay focused on what matters most.


We are dedicated to constructing and managing investment portfolios designed to achieve your most valued objectives. From identifying short and long-term goals, to assessing resources and your level of risk tolerance, our advisors strive to gain a deep appreciation for every aspect of your situation before offering our recommendations. As markets shift and your personal needs change, our customized strategies are built to evolve.

Insurance Planning

As a fully independent company, our professionals can access the best insurance providers to help build a plan tailored to your situation and needs. From life and medical insurance to long-term care and disability income, we can provide a full suite of insurance policies to help you defend against the unexpected. Wherever you are in life’s journey, we can promote the continued protection of you and your loved ones.

Financial Planning

Effective financial planning creates stability in the face of life’s many uncertainties. While providing an overview of the big picture, our advisors develop comprehensive strategies for clients that allow them to make stronger financial decisions. Though one-size fits all solutions may be the common approach, we specialize in tailoring strategies to fit your current situation while providing a foundation for future growth.

Employee Benefits

We understand that employers want creative strategies to meet the needs of their employees. From veteran leadership down to your newest employee, we seek to embolden your team’s confidence while protecting and rewarding their efforts. Our advisors can help you and your firm across a full menu of services, including group medical coverages, group disability, dental insurance, voluntary life, and more.