Bowman Wealth Management, LLC is a fee-only registered investment advisory firm serving the Greater Atlanta area. Led by President and CEO Valerie J. Bowman, the firm helps individuals, families, professional athletes, nonprofits, endowments, municipalities, and philanthropically minded clients manage and transfer wealth. Its approach combines investment advice with strategic tax, estate, and charitable planning, tailored to clients’ goals and circumstances.

Services include customized investment management for individuals, portfolio strategies for nonprofit endowments, and fixed-income portfolios for municipalities. The firm also advises on planned giving, including gifts of appreciated assets, donor-advised funds, and charitable trusts, considering potential effects on taxes, heirs, and supported organizations. Additional offerings include financial and retirement planning, estate and trust planning, and preparation of estate and final individual tax returns. Bowman also delivers educational presentations on planned giving for audiences such as corporate executives, family offices, and athletes. Valerie Bowman holds the Certified Private Wealth Advisor and Chartered Advisor in Philanthropy designations and has more than 20 years of financial services experience.