Protect Your Wealth, Income, and Legacy.
Independent financial planning focused on protection, stability, long-term planning outcomes. .
Quick Call - No Obligation
Step 1 - BOOK YOUR STRATEGY CALL
Schedule a 15-20 minute call so we can learn about your goals, current accounts, and what you want retirement to look like.
STEP 2 - WE BUILD YOUR PERSONALIZED PLAN
We run the numbers and design a tax-advantaged strategy to grow, protect, and access your money.
STEP 3 - YOU DECIDE IF ITS RIGHT FOR YOU
We walk through your options clearly. If it's a fit, we help you get started. If not, you still leave with clarity and a plan.
Quick Call - No Obligation
PLANNING THAT FITS REAL LIFE
PROTECTION
Make sure your income, home, and family are covered if life changes unexpectedly.
PLANNING
Create a clear plan that adapts as your career, family and priorities evolve.
CONFIDENCE
Know where you stand and what makes sense - with clarity.
We work with individuals and families who value clarity, protection, and long term planning.
This Is a Good Fit If You...
Care about protecting income, family, or long-term plans.
Prefer straight forward conversations.
ABOUT BOWMAN GROUP FINANCIAL
Trusted Leaders in TAX-ADVANTAGED WEALTH PLANNING
The Bowman Group Financial helps families, professionals, and business owners reduce future tax risk, protect their income, and build long term wealth using proven, tax advantaged strategies. We focus on education first - we show you your options, run the numbers, and help you design a plan you fully understand and control.
MEET THE FOUNDER & CEO
Craig Bowman is the President of The Bowman Group and a licensed fiduciary with a client-first philosophy at the core of everything he does. With a focus on life and health insurance planning, Craig works closely with individuals and families to design protection strategies that safeguard their home, income, and financial stability.
Craig believes there is no such thing as a one-size-fits-all solution. Every recommendation is based on a deep understanding of each client’s needs, responsibilities, and long-term goals. His holistic approach ensures that insurance isn’t just a product—but a strategic part of a larger financial picture.
Based in Columbus, Ohio, Craig serves clients across multiple states, providing thoughtful guidance, clear education, and recommendations that always prioritize the client’s best interest.
Our Team Philosophy
Our team is committed to:
Acting in the best interest of every client
Providing clear, honest guidance—without pressure
Building customized, needs-based strategies
Supporting long-term relationships, not just short-term decisions
We take pride in helping clients feel informed, confident, and protected at every stage of life.
President | Licensed Fiduciary
NPN# 19428892 OH LIC#1421310 CA LIC# 4042747
TX LIC#: 2983308