At The Dow Group, we empower hardworking individuals, like yourself, to make informed financial decisions, allowing you to devote your time to family, career, or life passions. By taking the time to understand your unique situation, and a commitment to building strong relationships, we create customized plans that help accumulate, and preserve wealth in a simplified, easy-to-understand manner.
The Dow Group is here to understand you, to help you achieve your financial and personal goals, to guide you through life's experiences and to bring a sense of well being that is consistent with your lifestyle, goals, and values.
Let's start a conversation and you will understand how our clients become our family.
Our Approach
Our Path to Your Purpose
The Dow Group's comprehensive 5-step process designed to incorporate your personal values into a financial plan that helps achieve your goals
Dow Group Standard of Care
Our distinctive, concierge approach to financial planning and client service
Our Inner Circle
We believe in the quality of our relationships, not in the quantity. Our time is dedicated to servicing you and those you care about
Comprehensive Planning
There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.
Get to know Our Team
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Information & insight
