The Dowling Group,

1171 East Putnam Avenue, Greenwich, CT 06878

The Dowling Group is a renowned institution located in Greenwich, Connecticut, United States, at 1171 East Putnam Avenue. Specializing in accounting and finance, our team of award-winning CPAs and Financial Advisors are dedicated to taking care of all aspects of your financial life so you can focus on what truly matters. As a Top Wealth Manager recognized by Westchester Magazine, we believe in creating investment portfolios that not only adhere to sound tax and risk reduction strategies but also align with your personal values and beliefs.

In partnership with Ethic, a tech-driven asset manager, we offer tools to help you understand how your portfolio can impact issues such as climate change, women's rights, racial justice, corporate ethics, and more. Our family-owned business, now in its second generation, has deep roots in Greenwich for nearly 40 years, and we are committed to providing excellent financial services and advice to our community. As an independently owned and operated institution that follows the fiduciary standard, you can trust us to provide unbiased financial guidance.

Our unique process involves asking targeted questions to assess your needs and financial situation, followed by collaboration between our tax, investment, and legal professionals to create a personalized financial plan for you. Clients appreciate our individualized approach, which differs from generic plans offered by larger franchise tax and financial planning firms. At The Dowling Group, we are dedicated to supporting local charities, businesses, and events, and we strive to make a positive impact on our community.