Steven Bowles, CLU® is the founder of Catalyst Advisory, an independent wealth transfer advisory firm based in Doylestown, Pennsylvania. He specializes in advanced estate planning, asset protection, and wealth transfer strategies for entrepreneurs, business owners, and real estate investors who have built wealth through illiquid assets.
Before launching Catalyst Advisory in 2022, Steven spent seven years working inside a family office advisory group, where he gained a rare, behind-the-curtain view of how ultra-high-net-worth families structure their finances, protect their assets, and transfer wealth across generations.
Steven built Catalyst Advisory to bring family office-caliber strategies to a broader audience of high-net-worth clients, coordinating estate planning, wealth transfer, business succession, and life insurance solutions tailored to each client\’s unique situation.
He is a father of three sons and is driven by a long-term vision of building a multi-generational firm rooted in integrity, technical excellence, and genuine care for the families he serves.
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