Jim McGowan, CFP^®

Certified Financial Planner

Apollon Financial

825 Patterson Dr
Lansdale, PA 19446-5431

FINANCIAL ADVISOR'S WEBSITE

https://apollonfinancial.com/jim-mcgowan/

CONNECT WITH Jim

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Fee-only calculated as a percentage of the assets managed.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

My website

NBC Morning News

General

Jim McGowan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Apollon Financial in Lansdale, PA and the surrounding communities.

Financial Advisor Overview

INDEPENDENT and FEE ONLY financial planning in partnership with APOLLON FINANCIAL. My business structure allows me to be a true FIDUCIARY and gives my clients a choice from multiple account custodians, including Charles Schwab and Fidelity, while empowering me to: • Deliver premium, personalized financial planning • Access elite investment products and cutting-edge trading technologies • Maintain independence while leveraging institutional strengths Apollon has offices nationwide managing billions in assets and offers advanced investment services. I enjoy helping people with all aspects of their finances and sharing how financial planning can empower you to reach your goals and achieve peace of mind. Want to know more? Have a question? Go to my website to send an email or schedule some time on my calendar. https://apollonfinancial.com/jim-mcgowan/.

Financial Advisor Experience

I'm proud to provide independent, fee-only financial planning and investment management to people in all stages of their lives. I enjoy helping people save, grow and spend their money in the smartest way possible. Having a financial plan helps balance your long term goals like retirement with your day to day financial choices. Once you have a plan in place it gives you the freedom to spend your time and money on the things in your life that matter to you most.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Career Change, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Sudden Wealth, Special Needs, Personal Taxes