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4201 Lilac Ct.
Upper Gwynedd, PA 19446

About Barbara Rowens

Barbara Rowens: Financial Advisor Bucks PAMaking a positive impact on the lives of others is what has motivated me throughout my working life.

I spent a number of years as a guidance counselor, which afforded me extensive experience managing expectations and resolving difficult situations. As I considered retirement from the field of education, it was important to me to continue to work collaboratively with people—teaching, and listening.  I decided to transition to an industry where I could continue to help people fulfill their potential. Becoming a financial advisor was a natural fit for me, and I enjoy helping clients set and meet their goals.

As a financial advisor, I think it’s imperative to simplify the complexity of financial planning and investment for my clients. I recognize how difficult this industry can be to understand and how emotional we can get over our financial situations. I believe I bring a unique perspective—as someone who has joined the industry as an “outsider.” I don’t presume my clients know every investment option, and I take the time to educate each client after listening to their goals. Providing my clients with a clear picture of their current finances, as well as a deeper understanding of the financial processes and products available today, enables them to make better decisions.

I care deeply about educating and empowering clients to take charge of their financial future, so together we can build a path to financial success.

About My Financial Advisor Practice

I serve clients throughout the greater Philadelphia area. I enjoy working with individuals and families at all stages of their lives, and I have a particular passion for helping individuals and couples who are going through a major, and potentially disruptive, life transition— such as retirement, divorce or a career move. I bring my own experience in changing careers; I understand how confusing and unsettling uncertainty can be, and I believe that having a solid financial plan in place can help minimize that uncertainty.

I am both a Retirement Income Certified Professional (RICP®) and a Certified Divorce Financial Analyst (CDFA™). Being a CDFA™ and a trained mediator allows me to help couples achieve a civilized, respectful and a more affordable divorce experience. 

As an independent advisor, I have complete autonomy to help my clients with their financial decisions. Based on my 15 plus years of experience, I will give you the benefit of my knowledge of the industry and expertise in creating workable, sensible financial plans. And I have the guidance, resources and support of The Investment Center Inc. to back me up — a respected, long-standing firm in the industry.

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