Our team is more
like a rock band.
We will spend time to get to know you and your priorities. Our clients are our friends, family and neighbors and we expect to have them for life.
We are an independent, fiduciary fee-only firm that is compensated by and answers only to our clients. This aligns our interests with you and your long-term financial success.
By looking at your entire financial picture before making recommendations we construct personalized solutions that maximize your lifetime financial well-being and organizes your lifestyle.
Our team is more like a rock band. We play our individual instruments, and we play well together. There are a couple huge benefits to thinking this way: First, it keeps our ego in check so we can collaborate easily and create something bigger than any of us could do on our own. And it reminds us that we have an obligation to inspire our audience and ensure they feel enriched by their experience with us and truly feel they too play an important part.
We work with individuals, families and business owners to define goals and simplify your financial life. For more on our capabilities see “what we do”.
“While I had high expectations of working with Kowalski Financial, they managed to “surprise and delight” even me, which is not easy. At the time I made the decision to make the move, I was also grieving the loss of several family members. Besides the emotional turmoil, I now faced some significant decisions regarding my portfolio and overall financial planning. As a single Mom of two, I had decided to leave my 30 year executive position, and focus on my families private foundation. You could say I am ‘type A” so for me - I expected my financial plan to be analyzed, enhanced and my own road map. They delivered and the process was great! I was a partner in every way. With the introduction of tax and estate planning partners to my team, I have never felt so confident and at ease my dreams are in the hands of the best financial team ever”– Terri Y.
“Trusting the team at Kowalski Financial with our finances has been one of the best decisions our family and small business has ever made. We have been working with Marc for over five years, and we have always been treated like family. The Kowalski Financial team has always exceeded our expectations on every front, and the advice they have given us over the years has always been individualized and unique to our lifestyle and financial situation. The team is timely and detail oriented, and you can tell that they build their business on honesty, integrity, and trust.” – Joe N.
“After having several accounts in several different places. Marc and his team have put it all together and made things so much easier and less stressful for us. Great team to work with and truly interested in our wellbeing.” – Tim F.
“I am very happy with my financial service team- I enjoy the personal attention, detailed and helpful reports and resources, and great advice. They have created a financial plan that is working well for me.” – Mary J.
Complimentary Financial Review
We offer a complimentary review meeting to describe our services,
and to see if our services are right for you.