The Dowling Group

The Dowling Group, founded in 1979, is an independent registered investment advisor and certified public accounting firm based in Greenwich, CT. The company offers comprehensive wealth advisory, income tax, and asset management services to individuals, families, and small businesses on a fee-only basis. Its team, which includes certified public accountants, certified financial planners, enrolled agents, and independent attorneys specializing in estate, trust, and business planning, creates tailored strategies for wealth creation and preservation. The Dowling Group also provides income tax preparation as part of its comprehensive wealth management program and offers insurance investment strategies through its specialists. This firm has been dedicated to serving its clientele for over four decades, positioning itself as a reliable partner for personalized and professional financial services.