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

This Office

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