At Mowatt Financial Inc., we believe in life, liberty and the pursuit of happiness. We believe you should be able to live your life as you see fit, with the freedom to make the right choices that will help you to achieve your “happily ever after”. It is our goal to help our clients reach for their dreams through a steady, well planned approach to investing.

We believe that each person is unique and that their portfolio should reflect who they are and what they believe in. We strive to provide investment choices, through our affiliated firm  Independent Financial Group, LLC (IFG), that reflects who we are, too. The advisors at Mowatt Financial take pride in their integrity. We believe in strong unity and a team dynamic. We encourage our clients to come to us on both a professional and personal level.

It is our mission to help each client find their own “yellow-brick road” in their pursuit of happiness. It is also our mission to pave that road with suitable investments and sound advice. We are here to serve you. Regardless of the size of the financial investment, everyone is entitled to achieving his or her financial goals and freedom.

 Meet Dave and Sherry Mowatt