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Tim Stowell, CFP®, AIF® | Financial Advisor

Profile img for Tim Stowell, financial advisor at Atlantic Wealth Advisors
Glastonbury, CT
Tim Stowell, CFP®, AIF®
Financial Advisor
Wealth Advisor at
Atlantic Wealth Advisors

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
I am a financial planner whose goal is to deliver personalized planning for each of our clients at various life stages—from purchasing their first house to developing an income strategy in retirement and everything in between. Any good financial plan should provide a roadmap of where they are now to where they want to get to. An important part of our process is to educate along the way so that everyone that works with us has a good understanding of what their plan is, and how all other financial decisions impact the success of that plan.
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Specialties and Expertise

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Cash Flow Analysis
Debt Management
College Planning
High Net Worth Planning
Tax Minimization Investment Strategies
Retirement Income
Business Ownership Strategies
Portfolio Construction

Clientele

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Retirees
Teachers
Business Owners
High Net Worth Individuals
Entrepreneurs
New Investors

Credentials and Designations

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Certified Financial Planner™

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Accredited Investment Fiduciary®

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Series 66 - Uniform Combined State Law Exam

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Series 7 - General Securities Representative Exam

Education

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Oregon State UniversityBachelor of Science DegreeYear Obtained: 2012
Quick Facts About Tim
Years of Experience:10 yearsMember since:2023Average Account Size:$450,000Number of clients:102

Services Provided

How I help my clients

Financial Planning

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Investment Management

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Retirement Planning

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Tax Planning

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Pricing Models

Flat Fee
AUM

Proof of License

SEC Profile
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Glastonbury, CT
Tim Stowell, CFP®, AIF®
Financial Advisor
Wealth Advisor at
Atlantic Wealth Advisors
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Advisor Disclosure
Securities and Advisory Services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Advisor. This communication is strictly intended for individuals residing in the states of CT, FL, GA, NC, OR, PA, and WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Atlantic Wealth Advisors 701 Hebron Ave Glastonbury, CT 06033 860-430-6437
Profile last updated: 03-04-2025
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