Jeffrey (JP) Dowds
Senior Wealth Advisor
Marshall Financial Group
At Marshall, we plan for more than just your retirement. We partner with busy professionals, thriving entrepreneurs, and multigenerational families to holistically manage their wealth and support their overall wellbeing for the life they want today, as well as in the future.
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Send Jeffrey (JP) a Message
I am Fee-Only
I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.
I am a Fiduciary
I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.
Things to Know
Marshall Financial Group provides financial planning focused services to help clients organize, grow, and protect their assets through life's transitions.
Financial advisor in Doylestown, PA, serving clients locally and across the country through virtual meetings and our collaborative platform.
Financial advisors at Marshall Financial Group never receive a commission or other forms of compensation from products they may recommend.
Contact us to schedule an introductory call to see if we may be a fit for you.
Get to Know Jeffrey (JP) Dowds
JP’s Role at Marshall Financial
JP brings 15 years of experience counseling clients on tax, wealth, and estate planning matters to his role as a Marshall Financial Wealth Advisor. He honed his skills as a Tax Advisor and Wealth Planner at Glenmede Trust, where he took a holistic approach to providing financial guidance to clients at every stage of life. Through his experience in the tax sector at Glenmede and Deloitte, he also gained a keen understanding of the tax issues that can impact a client’s investments and overall financial picture.
Working alongside our senior advisors, JP digs deep to understand what’s important to a client and recommend the best ways to achieve their life goals. “What I enjoy most about financial planning is the opportunity to work with people and provide them with real-world, practical advice,” he says. “I was never satisfied just crunching numbers.”
Get to Know JP
Clients value JP for his ability to bring simplicity to even the most complex financial matters. “One philosophy that has always guided my work is a desire to simplify my clients’ financial lives,” he says. “We’re all trying to live a happy life, no matter how we define it. I focus on helping people do that by showing them what their money can allow them to achieve.”
JP is also a big believer in connecting clients with specialists who round out his own expertise. “I’m like a primary care doctor: I look at the big picture, diagnose the issue, and connect my clients with other experts like attorneys and accountants who can do a deeper dive into a specific need.”
Like many people, JP used the downtime during the pandemic to start a new hobby: learning to play guitar. “If there is a musical bone in my body, I’m determined to find it!” he jokes. He takes a weekly lesson alongside his daughter who is learning the ukulele. JP also finds time to coach youth baseball and basketball and was a mentor with Philadelphia Futures, a non-profit supporting low-income students who are the first generation in their family to attend college.
Experience
With Marshall since 2022
In financial services since 2006
Affiliations – Past & Present
- American Institute of CPAs (AICPA)
- Financial Planning Association
- National Association of Personal Financial Advisors – Fee Only Advisors
Education
BS, Boston University
MST, Villanova University
I Can Help You With:
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning and Minimization
- Risk Management / Insurance Planning
- Education Planning
- Estate Planning
- Employee Benefit Planning
- Stock Option and Equity-Based Compensation Analysis and Planning
- Special Needs Planning
- Charitable Giving
Ideal Clients:
- Retirees and Near Retirees
- Multi Generational Families
- Business Owners and Executives
- Sudden Money Situations
- Thriving Entrepreneurs
FAQ with Jeffrey (JP) Dowds
- What type of clients benefit most from your services?
- How do you charge and what are your fees?
- What can I expect in our first meeting as a client?
- How do I schedule an initial meeting to see if we may be a good fit?
We partner with families planning for the future, corporate executives, thriving business owners, and those nearing retirement. We also offer retirement plan solutions for small businesses.
Marshall clients stay with us not just for years, but decades. More than 30% of the clients we work with have been with us for 20 years or more and we value those long term relationships with our clients.
- What type of clients benefit most from your services?
We partner with families planning for the future, corporate executives, thriving business owners, and those nearing retirement. We also offer retirement plan solutions for small businesses.
Marshall clients stay with us not just for years, but decades. More than 30% of the clients we work with have been with us for 20 years or more and we value those long term relationships with our clients.
- How do you charge and what are your fees?
- What can I expect in our first meeting as a client?
- How do I schedule an initial meeting to see if we may be a good fit?
Fee-Only and Fiduciary - Without Exception
Watch Our Video: Fee-Only, Fiduciary, Independent
Jeffrey (JP) Dowds's Designations and Affiliations
Jeffrey (JP) Dowds is a Certified Public Accountant (CPA)
Media Mentions and Industry Involvement
Office Locations
33 W Court St - Doylestown, PA 18901
