Jim McGowan (CFP)

Jim McGowan focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Jim is a Certified Financial Planner with 15 years of experience in the financial services industry with companies including Ameriprise, Vanguard and Hartford Mutual Funds.

He started in financial planning 9 years ago and currently works for The Marshall Financial Group, a fee only, independent RIA in Doylestown. 

He is a member of the National Association of Personal Financial Advisors (NAPFA) and serves on the board of the Financial Planning Association of Philadelphia. 

NAPFA Start Date

September 16, 2016

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This Office

33 W Court St Doylestown, PA 18901-4210 Phone: (215) 348-9393