How can I help you, Today?

1
Group
Solving Problems. Building Relationships.

Independent financial guidance, built around you.

We help individuals and businesses make confident decisions with clear, personalized financial planning and investment management.

26

20+

Years of Experience

3
About Us

A fiduciary team that puts your interests first.

At BBEPC, independence is more than a structure—it’s our mindset. We work closely with clients to design thoughtful financial plans, manage investments with purpose, and provide ongoing advice through life’s changes. Our small, agile team means you get direct, consistent support from advisors who truly know you.

"BBEPC has been our trusted financial partner for years. Their proactive advice and genuine care have made all the difference."

94

Michael L.

Client since 2012

Four easy steps

How We Work Together

A simple, transparent process designed to give you clarity and confidence.

1
Discovery

We start with a conversation to understand your goals, priorities, and where you stand today.

2
Planning

We build a personalized financial roadmap that aligns your resources with your vision for the future.

3
Implementation

Our team puts your plan into action—strategically managing investments and coordinating the details.

4
Partnership

We stay with you for the long term, adapting your plan as life and markets evolve.

Our Team

Exceptional Legal Team for Your Success

BDB
Blake D. Bowen
Managing Partner
Blake D. Bowen
Managing Partner
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MGB
Michael G. Bowen
Co-founder
Michael G. Bowen
Co-founder
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Carolyn
Carolyn A.H. Bourdow
Co-founder + Counsel
Carolyn A.H. Bourdow
Co-founder + Counsel
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MDE
Mary D. Ellis
Counsel
Mary D. Ellis
Counsel
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Matt Newquist2
Matt Newquist
CPA
Matt Newquist
CPA
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BBE Headshots3of39
Myra Rich-Smith
Legal Assistant
Myra Rich-Smith
Legal Assistant
HN
Herbert Norman
Legal Assistant
Herbert Norman
Legal Assistant
JW
Janet Wall
Legal Assistant
Janet Wall
Legal Assistant
MR
Mary Romeo
Legal Assistant
Mary Romeo
Legal Assistant
LWC
Lisa Casey
Legal Assistant
Lisa Casey
Legal Assistant
BBE Headshots36of39
Christina Young
Legal Assistant
Christina Young
Legal Assistant
BBE Headshots36of39 1
Tanya Reed
Legal Assistant
Tanya Reed
Legal Assistant

Our commitment, by the numbers

69

40+ years

Serving individuals and businesses with independent financial advice.

98% client retention

Built on trust, transparency, and genuine relationships.

$500M+ AUM

Stewarded with discipline and a long-term perspective.

Contact us

Let's Discuss Your Legal Needs

With 30 years of service in the greater Richmond area, our experienced attorneys provide personalized guidance in estate planning, tax planning, business formation, and guardianships. We take the time to understand your unique situation and determine whether we're the right fit for you.

30+ Years of Experience

Trusted advisors helping clients throughout Chesterfield County and the greater Richmond area plan for their future with confidence.

Personalized Legal Guidance

From estate planning and tax strategy to business startups and guardianships, we provide comprehensive counsel tailored to your needs.

Send Us Message
TESTIMONIAL

See What Clients Say About Lawgis

"Thanks so much for taking on our taxes. It has been refreshing to get the questions and see the changes you’ve recommended. You’ve been right on top of things! –"

Spencer C.

Tax Law

"Thanks Matt! This all looks great, thanks for getting the eBay squared away"

Ryan M.

Business Law

"I just wanted to thank you again for preparing both our family and business taxes this year. We truly appreciate the thoroughness -"

Terri and David G.

Tax & Business Law

"Thanks for all your help with all the taxes and your email. The happiest person this year was me. Have a great time with the law office personnel. They have done our wills and taxes over the years and I never have had any problems. So I enjoyed asking them to do the tax forms this year."

Bob G.

Tax Law

"Thank you so much for doing our taxes, Matt! We really appreciate being able to trust you and Michael"

Barbara and Bruce E.

Tax Law