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Fowler Wealth Management
Fowler Wealth Management (FWM) is a family run business providing holistic independent financial advice. They recommend solutions on a whole of market basis...
Overview
Fowler Wealth Management (FWM) is a family run business providing holistic independent financial advice. They recommend solutions on a whole of market basis and aim to understand clients' needs to help achieve personal objectives and financial peace of mind. They offer services including mortgages, protection, investments and pensions.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Lake City
Corporate office
Birmingham, AL, United States
Principals
Cliff Fowler
Josh Fowler
Connor Fowler
Frequently asked questions
What type of clients does Fowler Wealth Management serve?
Based on its profile as an independent RIA in Birmingham, Alabama, Fowler Wealth Management primarily serves individual investors, families, and retirees in the local area. The firm focuses on comprehensive financial planning and investment management tailored to personal financial goals rather than institutional or corporate clients.
What investment strategies does Fowler Wealth Management use?
The firm employs a discretionary portfolio management approach, meaning it makes investment decisions on behalf of clients within agreed-upon parameters. Its strategy includes building diversified portfolios using individual equities, fixed-income instruments, and low-cost funds, with attention to tax efficiency and long-term risk management.
How long has Fowler Wealth Management been operating?
The specific founding year for Fowler Wealth Management is not publicly sourced in available records. As an established RIA with a CRD number, the firm has undergone formal SEC or state registration, but its precise origin date requires direct confirmation from the firm's Form ADV or official communications.
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