Grab a chair. What’s on your mind?
Let’s start by asking “what would make this a great meeting for you?”
Front Porch Financial evokes the spirit of a front porch as we talk with our clients about their lives and the meaning of money in their lives. We celebrate their joyous milestones. We stand by them during difficult times. We discuss dreams achieved and those not reached yet. We talk about their finances in a climate of candor and nonjudgment. We help clients make financial and investing game plans. We help implement these plans. We evolve as life changes.
Geoff Owen
Geoff is a CERTIFIED FINANCIAL PLANNER™, Registered Life Planner® professional, and Certified Divorce Financial Analyst® professional. He has an undergraduate degree from Miami University (OH) and an MBA from the University of Pittsburgh’s Katz Graduate School of Business. Geoff and his family live in Charlotte where they are active members of the community, their church, and their kids’ schools.
Geoff Owen founded Front Porch Financial on the principles of integrity and fairness to clients. Geoff and his team aim to provide clients with the highest caliber personal financial planning and sound investment management at a reasonable cost. Clients typically become part of the fabric of our lives so we try to have a little fun while we’re at it.
Read more about what drives us at our 10 Things page.
Services
Front Porch Financial guides individuals and families in all facets of wealth management. We also advise employer-sponsored retirement plans.
We operate as a fiduciary on behalf of our clients. Clients benefit from a fully transparent and personalized approach.