Our Approach

Rest Assured

McDowell Financial Group is committed to the highest level of client service. This begins with a thorough fact-finding and needs analysis, carries through to the creative design and implementation stages, and continues with personal client support. As a result, many of our clients have been with us throughout our entire careers.

These strong client relationships are essential to our success and are the cornerstone of McDowell Financial Group’s operations. Our complete commitment to honesty and integrity enables us to develop these relationships.

At McDowell Financial Group, we recognize that the financial planning process is about taking care of those you love. We share this belief system in our personal lives as well, with top priority given to our family relationships, as well as a commitment to giving back to our community.