Eagle Strategies
5yrs
5 years in the industry
17yrs
Based in Cheswick, Pennsylvania, James Bower is a fiduciary financial advisor with 17 years of industry experience. James has been with Simplicity Wealth since 2025; before that, James spent two years at Lifepro Asset Management and two years at Gradient Advisors. Simplicity Wealth offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3 advisors with offices in Cheswick, and one of 2 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 65% of advisors at Simplicity Wealth
OfficeCheswick, PA
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$202,617
Advisors at the firm203
States licensed ?1 state
Services through Simplicity Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Feb 2025 – nowSimplicity WealthCurrent firm
- 2023 – 2025Lifepro Asset ManagementPreviously
- Jan 2021 – Dec 2022Gradient Advisors, LLCPreviously
- Mar 2019 – Dec 2020Woodbury Financial Services, Inc.Previously
- 2016 – 2019Questar Asset Management, Inc.Previously
- 2012 – 2016Citizens Securities, Inc.Previously
- May 2012 – Sep 2012PNC Wealth Management LLCPreviously
Contact James
(844) 220-8326Firm headquarters in Summit, NJ. Ask for James. Cheswick, PAOffice · Get directions Facebook pageSimplicity WealthIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask James
Tailored to James’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About James
How do I contact James?
Call Simplicity Wealth at (844) 220-8326 and ask for James Bower. James works from the Cheswick, PA office.
How long has James been a financial advisor?
James has been in the industry since 2009, about 17 years. More experience than 65% of advisors at Simplicity Wealth.
What licenses does James hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Simplicity Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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