At Dowd Financial Group, we believe in the power of individual choice. After all, it was that same power that founded our firm.

Dowd Financial Group exists because we wanted to offer you an alternative to the traditional Wall Street options available to investors. Today, there are more choices available to more investors than ever before. But there are flaws inherent in this system, such as big-name firms that only sell their own big-name products and proprietary research that is influenced by these firms' business growth goals. In other words, your investment choices are often limited choices, and there may be hidden agendas.

These firms have their own self-interest at heart. We think someone should have yours.

Here's what we believe is the right way to do business:

  • Care for our clients in the way we'd want for ourselves. We founded Dowd Financial Group to be the kind of place where we'd want to be clients. We'd want to be respected, informed, and heard. We approach every client interaction as though we were meeting with a family member.
  • Know our clients and their goals. We understand that investing is an evolution and a learning process. We also realize that emotions play a large role in how important decisions are made. People assign different values to money and invest for a variety of reasons. When we first get to know each other, we'll explore these variances together, and we'll tailor your investments accordingly. We want to be just as excited about your dreams as you are.
  • Treat clients like people, not like portfolio balances. One thing you'll notice about our firm is that we're friendly. Down to earth. Good listeners. Having been in the business a long time, we've also seen many market cycles come and go (both good and bad!). We've got a lot of perspective that can help you to stay objective through the ups and downs.
  • Empower clients to feel confident about their decisions. We feel that the first step to feeling confident is knowledge. It is our job to provide you with the answers to your questions  and the guidance to help you make important decisions so you may move forward with confidence.