About Our Team
Core Values
Success Shouldn't Add To Your Stress
Imagine a world where complex financial strategies are simplified into clear, understandable terms. This transparency builds trust, allowing you to feel confident and informed at every step. Each client’s unique financial structure and retirement benefits are taken into account, crafting plans that are anything but generic. Tailored strategies, supported by clear timelines detailing each step of your plan as well as the reasoning for those steps, are crafted to align with your specific needs and circumstances, working to ensure transparency and foresight over the years.
The passion for helping clients realize their potential is what drives every action. This isn’t just about protecting wealth; it’s about maximizing it. Developing tax-efficient strategies, creating alternative income streams, existing financial plan reviews, and estate planning strategies are just a few ways we work with you to secure your financial future, no matter what it holds. Our goal is to help you find peace of mind with a flexible financial plan. Whether it involves adjusting retirement goals, contributing to your grandchildren’s education, starting a new business, or preserving your estate for future generations, we're here to support your evolving needs.
Ultimately, our focus is on what matters most to you. By providing clear, actionable strategies, you can concentrate on enjoying the fruits of your labor. Let’s embark on this journey together, so that your financial legacy remains strong and prosperous.
Founder / Financial Consultant
Nathan Bowman
Growing up I watched my father work his way from the manufacturing floor of a Fortune 500 to becoming a Group President, a position he would gradually retire from. I had the opportunity to witness the effort, sacrifice, and drive it took for him to accomplish what he did professionally and to provide the opportunities my family had. Having grown up watching him I know the workload that being a high income earner involves, the time it takes, the sacrifices it entails, and the stress it brings. As a Financial Advisor I firmly believe that your sacrifices, the time spent, and the stress you have dealt with shouldn't be squandered with generic financial plans, cookie cutter approaches, or by advisors who's focus may simply be chasing returns. I believe that each plan should be specially tailored for you, your job, your company's pay structure, and most importantly your family and goals.
Today I have the opportunity to work with high income and high net worth individuals who's financial planning may require a more unique approach. My goal as the Founder of Bowman Wealth Defense Services is to craft a financial plan that not only helps ensure your financial success, but also helps you create tax efficient income streams, is designed for your long term financial stability, prepares you for retirement, and helps protect your financial legacy within your family or charities you want to work with.
• Founder Bowman Wealth Defense Services
• Former Firefighter/EMT, HAZMAT/WMD Technician
• University of Akron Bachelors in Emergency Management Homeland Security
• University of Akron Bachelors in Political Science: Criminal Justice
• American University DC, Masters In Counter-Terrorism Studies
• Member of, Million Dollar Roundtable (MDRT)
• FINRA Registered (Series 7, Series 66)
• 2nd Place A Class Advisor for Equitable Advisors 2023
• 1st Place DSF Advisor (A, B, C, D Class Combined) Nationwide 2024)
• Equitable Advisors Life Leader 2024
• Equitable Advisors Life Leader 2025