Bill Bowman

About Bill Bowman

William (Bill) Bowman has over 35 years of experience in the wealth management field. As a Certified Public Accountant, Bill’s in-depth knowledge of tax is emblematic of the practice’s focus on integrating tax strategy into comprehensive wealth plans. First founded in 1986, the Advisors at AEGIS Financial have been strengthened by the resources of Raymond James since the beginning, which offers clients not only the benefit of independent advice but also the security, reputation, and resources of one of North America’s leading full-service investment firms. Bill came to the practice in 2011 and transitioned into the role of President over the next two years. Since that time, he has built up a team of experienced specialists, developed a unique process for tax-efficient wealth planning, and instilled the name AEGIS Financial, to signify the team’s commitment to supporting and protecting clients and their wealth.Bill holds a Bachelor of Business Administration from the University of Wisconsin, as well as a number of financial licenses and credentials, and has served in many roles in the community. “In many ways, tax is the common thread connecting all the various elements of your financial life. That’s why it’s so valuable to have a tax-efficiency strategy running through each part of your wealth plan.”The Forbes Best in State for Wealth Advisors rating does not guarantee future performance outcomes and does not ensure that a client or prospective client will experience a higher level of performance or result. There is no payment given to qualify or receive this rating. However, there is a user fee paid to use the Forbes Best in State Logo(s). For further disclosure visit https://aegisfinancialplanners.com/wp-content/uploads/2025/04/2025-Long-Forbes-Disclosure.pdfFor important disclosure information, please see \"Social Media Disclosure\" link in the \"Contact Info\" section.

Experience

1. Senior Vice President, Financial Advisor

   Wealth Enhancement

   Jan 2026 — Present · Oshkosh, WI, US

   Wealth Enhancement is a national independent wealth management firm dedicated to enriching clients’ lives. We provide each client with a tailored financial plan, as well as access to advanced services for investment management, estate planning, tax strategy, and beyond. Since 1997, Wealth Enhancement has delivered specialized knowledge, attentive service, and integrated planning to help clients craft their future.The financial advisors at Wealth Enhancement offer advisory services through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group.

Education

• College for Financial Planning

  Certified Financial Planner Education Program - Retirement Planning & Employee Benefits

  2005

• College for Financial Planning

  Certified Financial Planner Professional Education Plan - Estate Planning

  2001

• College for Financial Planning

  Certified Public Accountant, Accounting and Finance

• University of Wisconsin-Milwaukee

  Bachelor’s Degree, Business Administration - Accounting

  1982 — 1987