Products and Services
The prospect of building wealth through successful investing has never held more appeal. But like any market, with increased demand for financial products has come increased supply. Investors are faced with what can be daunting choices.
We can help you define your long-term investment objectives and build a personalized investment portfolio designed to achieve them. We recognize the importance of getting to know you, your financial needs, your financial goals and your lifestyle.
Our office was established to provide ongoing professional advice to investors while helping them meet their individual investment objectives. We are able to do this by offering truly objective financial advice on a fee basis. This method of compensation allows us to adjust your investment portfolio without requiring you to pay commissions.*
Working on a fee basis allows us to:
- Customize an investment portfolio that is designed to help you realize your short- and long-term investment goals.
- Provide simplified performance reporting, making it easy for you to monitor your account.
- Support you with ongoing professional advice, timely information about your account and updates on the world's financial markets.
- Manage your portfolio and make investment changes without commissions* as your objectives or the economic climate changes.
If you would like any further information about fee-based asset management or other areas of investing, please don’t hesitate to contact us.
* Nominal transaction charges may apply.
Financial Products
- Managed asset plans — for professional fee-based portfolio management
- Retirement planning — to design an investment strategy to help you meet all of your retirement goals
- Investment portfolio analysis — to keep you informed of how your investments are performing, and to make adjustments as needed
- Investment Advisor — access to over 3,500 mutual funds, as well as individual stocks and bonds.
- Pension & 401(k) Rollover Planning & Account Management
- Estate & Wealth Preservation Planning
- Social Security Maximization to analyze the most effective claiming strategy
Financial Assistance
- Investments
- Bonds
- Common Stock
- Educational IRA
- Brokerage Accounts
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Treasury Bills
- Government Securities
- Treasury Notes
- Variable Annuity
- Financial Planning
- Retirement Plans
- Tax Plans
- 401 (k) Planning
- 403 (b) Planning
- College Plans
- Estate Plans
- Money Purchasing Plans
- Profit Sharing Plans
- Tax Planning
- Relocation Tax Issues
- Representation Before the IRS
- Business Start Up, Counsel and Corporate Taxes
- Small Business Accounting Services
- IRS and State Tax Audits
- Income, Gift and Estate Tax Returns
- Insurance
- Disability Income Insurance
- Life Insurance
- Long Term Care Insurance
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.
Our Financial Planning Process and Why Planning Is Important
Putting trust and integrity first, we make financial planning understandable and comfortable every step of the way. The Financial Planning process that we provide is comprehensive and unbiased. We do not work for a particular company or financial institution; we only work for you.
Putting trust and integrity first, we make financial planning understandable and comfortable every step of the way. The Financial Planning process that we provide is comprehensive and unbiased. We do not work for a particular company or financial institution; we only work for you.
Financial Planning encompasses all facets of your life and begins with a consultation designed to get to know you, your family, your concerns and your goals. With a team approach, we will then analyze the plan's output data to prepare recommendations that are designed to make the next steps towards reaching your goals as simple and understandable as possible. It's like putting together the pieces of a puzzle, some fit very well, some pieces are missing, and some don't belong. You can even include your own attorney and CPA as part of the process.
Every recommendation is tailored specific to you, with your best interest in mind. Individuals respond differently to communication, presentation and explanation styles, and it is extremely important for us to address those styles and meet your expectations. Every investment client is first a financial planning client; it's important to go through that process before making any professional investment recommendations.
Next, you'll want to meet our team members.
Check out the products and services we offer.
Hey, sometimes we even make the news (for a good reason).
And, of course, every company or website must have a privacy policy — here's ours.