Latest News
Greetings!
When you became a client of our firm, you received from us either a CD or an email with all of our firm and associates’ legal and regulatory information. As part of our annual regulatory requirements, we must deliver to our clients a summary list of any material changes to our Form ADV Part 2A, which is a brochure that provides information about our firm including a description of our programs, fees, conflicts of interest, and other business activities.
Since the last update on October 25, 2022, the following material changes have been made:
- Item 4 has been updated with the firm’s most recent assets under management calculation.
Since the last filing of our Wrap Fee Program Brochure on February, 23, 2022, there have been no material changes.
At any time, you may request complete copies of any of our regulatory documents by calling our office at (717) 761-2040. Additional information about Stout Bowman & Associates, LLC, and our investment advisors is also available online at the Securities and Exchange Commission's Investment Advisor Public Disclosure webpage and this website.
This website also has a copy of our firm’s Privacy Policy.
If you have any questions, please do not hesitate to reach out via phone or email. We are here and happy to help. Take care, and enjoy the spring and summer!
Market Commentary
For current commentary on markets and the economy, we recommend reading the Markets and Economy page of the Charles Schwab website.
Located near Harrisburg in Central Pennsylvania 
Serving clients in Shippensburg, Carlisle, Camp Hill, Palmyra, Hershey, Lancaster and other cities and states
555 Gettysburg Pike Suite C-100, Mechanicsburg, PA 17055
Links to Other Sites - A Disclaimer
This site has links to other websites as a convenience to our clients. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and our Privacy Notice will not apply. When you link to another website, you are subject to the privacy policy of that new site.
When you follow a link to one of these sites neither Stout Bowman & Associates, LLC, nor any agency, officer, or employee of Stout Bowman & Associates, LLC warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.
No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.
Good Stuff On Our Website
Stout Bowman regularly posts important and interesting information on our blog. Current topics include credit/debit/loans, estate planning, insurance, investing, Medicare, retirement, Social Security and taxes, as well as general information that we think you might find of interest. You can browse our blog by topic here.
Stout Bowman regularly posts important and interesting information on our blog. Current topics include credit/debit/loans, estate planning, insurance, investing, Medicare, retirement, Social Security and taxes, as well as general information that we think you might find of interest. We have been publishing an email newsletter for our clients and friends since 2016. Links to all of the newsletters can be found on our newsletter page, with the most recent listed first. We try to keep our emails short, so there are typically only three articles in each one, most of which link to other articles in the financial and mainstream press. Take a look at our newsletter archive page.
We have been publishing an email newsletter for our clients and friends since 2016. Links to all of the newsletters can be found on our newsletter page, with the most recent listed first. We try to keep our emails short, so there are typically only three articles in each one, most of which link to other articles in the financial and mainstream press. We also have a page on our site for the latest news about our company, notice of any upcoming events, and a market commentary to discuss what our advisors and other financial industry experts conclude about the previous investment performance and what we might expect the markets and the economy will do in the coming months. News and that market commentary can be found here.
We also have a page on our site for the latest news about our company, notice of any upcoming events, and a market commentary to discuss what our advisors and other financial industry experts conclude about the previous investment performance and what we might expect the markets and the economy will do in the coming months. Go to Charles Schwab Website
IMPORTANT NOTICE
You are now leaving the Stout Bowman and Associates, LLC Website and will be entering the Charles Schwab & Co., Inc. ("Schwab") Website. Schwab is a registered broker-dealer, and is not affiliated with Stout Bowman and Associates, LLC or any advisor(s) whose name(s) appears on this Website. Stout Bowman and Associates, LLC is/are independently owned and operated. Schwab neither endorses nor recommends Stout Bowman and Associates, LLC, unless you have been referred to us through the Schwab Advisor Network®. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Stout Bowman and Associates, LLC under which Schwab provides Stout Bowman and Associates, LLC with services related to your account. Schwab does not review the Stout Bowman and Associates, LLC Website(s), and makes no representation regarding the content of the Website(s). The information contained in the Stout Bowman and Associates, LLC Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.