Core Company Values

Our Family, Our Values

At Cowen, we treat our clients like family. The products we offer are the same ones we use ourselves. This is because we are committed to our client’s financial success and security—if we wouldn’t recommend a product at the dinner table, we won’t offer it at the office.

Transparency

We believe in complete business transparency. It’s your money, and you should be able to see anything and everything you need to before you decide to work with us. Costs, fees, and risks are discussed up-front, with no hidden surprises.

Honesty

Honesty is the foundation of any successful relationship. It’s a no-brainer that you should only work with a financial advisor you can trust. This is why we chose to become fiduciaries, financial professionals who are held to the highest legal and ethical standards in the industry.

Dedication

Dedication can mean many things. We define it as enthusiastic, unwavering commitment.
When you work with us, you work with the wind at your back, and over 40 years of experience filling your sails. We go above and beyond to help our clients reach their financial goals.

Education

Comprehensive client education was one of our guiding principles when we founded Cowen Tax Advisory Group in 1978. We believe in giving you the tools to make well-informed financial decisions in your everyday life.

Community

Our corporate competitors may give lip-service to the idea of supporting local communities, but we live it. Not only have we been West Hartford’s most trusted financial advisors for the past 44 years, we’re also full-time West Hartford residents. We give back to our WeHa neighbors. This includes contracting with other small, regional businesses for creative and IT support, contributing to local charities, and supporting the Hartford Yard Goats.