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WE ARE AN INDEPENDENT, FEE-ONLY WEALTH ADVISORY FIRM SPECIALIZING IN INDIVIDUALIZED FINANCIAL PLANNING & INVESTMENT MANAGEMENT

Based in Mount Pleasant, South Carolina, Bowline crafts comprehensive financial strategies and investment plans for an elite pool of clients nationwide.

No commissions. No third-party compensation. No brokerage affiliation.

YOU HAVE A VISION.

WE HAVE A PLAN.

Bowline's approach to wealth management includes the cutting edge tools, proactive strategies and rigorous discipline required to get you there.

"The foundation of our firm lies in the trust and confidence our clients have in our services. Everything we do is in their best interest. No questions asked."

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Kristofer T. Harrison, JD, CFP®

President and CEO

By choosing to work with a Certified Financial Planner™ professional, you’re working with someone committed to providing the highest standard of financial planning.

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