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Estate Planning Package

Home Posts Estate Planning Package

Published on: July 19, 2013

Estate Planning Package 2019 Final Download (PDF, 3.7MB)

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Spencer McGowan

Spencer McGowan

Named by Barron’s three times as one of the nation’s top 1000 financial advisors, Spencer McGowan is President and founder of McGowanGroup Asset Management.

Utilizing a proprietary cash-flow based investment discipline, coupled with advanced investment performance tracking systems; Spencer has built a solid wealth management platform for successful families. Spencer delivers a fast-paced, weekly recap of global financial news on KLIF, 570. The unique NetWorth Radio broadcast features interviews with nationally acclaimed authors and Dallas business leaders. After graduating from the University of Texas in 1986, Spencer trained with his father at PaineWebber-UBS. The author of two books and 31 investment articles, Spencer is a Certified Investment Management Analyst, a designation earned through Wharton Business School and The Investment Management Consultants Association where he has been a member since 1997.

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forbes 2025 best in state Texas wealth advisors
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In April 2025, McGowanGroup Asset Management was named by Forbes and SHOOK Research, LLC as Forbes Best-in-State Wealth Advisors 2025 based on the period 6/30/23-6/30/24. We did not pay to receive this award. A licensing fee was paid solely to use the rating in approved marketing materials. Award criteria may not directly reflect the quality of investment advice. The full methodology is available here.

In October 2025, McGowanGroup Asset Management was named by Forbes and SHOOK Research, LLC as Forbes Top RIA Firms in 2025 based on a measure of each firm’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms from the past year. A licensing fee was paid solely to use the rating in approved marketing materials. Award criteria may not directly reflect the quality of investment advice. The full methodology is available here.

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