Bowline Financial of Grosse Pointe Woods

Bowline Financial is a financial planner in Grosse Pointe Woods, Michigan. The firm provides financial planning and investment management services for both households and businesses. Their expertise includes retirement and deferred compensation, business continuity and succession planning, and wealth transfer strategies.

The firm operates under a fiduciary standard of care, utilizing a process centered on prudent planning and investment. The team includes managing partner John, a CFP® professional, and managing partner Matthew, who brings over 20 years of experience in financial services and business management. Bowline Financial integrates modern technology with human expertise to provide a contemporary client experience, offering tools such as a client account portal and a monthly newsletter regarding market trends. Their services for business owners focus on helping them make decisions that provide future flexibility and control.

Located on Mack Avenue, the office is situated near Chene-Trombley Park and Jules De Porre Park. The business is also a short drive from Mason Elementary School and Parcells Middle School.

Bowline Financial maintains well-documented business information available online, ensuring that their services and details are easily accessible.

The firm provides dedicated financial planning and investment management to the Grosse Pointe Woods community.

Services:

• Business Continuity & Succession Planning
• Financial Planning
• Investment Management
• Retirement & Deferred Compensation