• A comprehensive
    plan can be the
    compass that sets the
    course for your life.

  • Build a legacy
    for your company,
    your executive
    and your employees.


Integrity | Independence | Insight

The Cowles Group offers distinctive financial guidance and strategic planning to companies and individuals. Our firm was founded on the ideals of integrity, independence and insight—ideals that remain at the core of our practice today.

Whether a company in need of a non-qualified executive benefit plan, or an individual in need of planning and advisory services, our strategic rather than product-centered focus allows us to offer creative strategies to address the unique needs of each client.


“It’s often not simply what one is capable of doing, but rather what they are willing to do that makes the difference.”

—Gary Cowles

Company Disclaimer

Investment Advisory services offered through The Cowles Group, a registered investment advisor. Securities offered through Lion Street Financial, LLC a broker dealer, member FINRA/SIPC/ BrokerCheck.

The financial consultants at The Cowles Group are registered investment advisor representatives with The Cowles Group and are registered representatives with Lion Street Financial, LLC. The Cowles Group and Lion Street Financial, LLC are separate entities, its consultants may only discuss and/or transact advisory business with residents of the following states: MA & NH and may only discuss and/or transact securities business with residents of the following states: MA, NH & NY.

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