As seen in
Rhode Island Five Star award winners

PROFESSIONAL PROFILE

Sowa Financial Group

24 Albion Road, Suite 340
Lincoln, RI 02865
Office: 4016393786
team@sowafinancial.com
www.sowafinancial.com

Professional Approach

The Sowa Financial Group team has served as an advocate for financial education throughout Southern New England for nearly three decades. With the belief that a more well informed investment community promotes sustainable fiscal responsibility, the Sowa Financial Group advisors deliver clear and balanced guidance to both clients, and their loyal listeners on the MoneyTalk radio program, broadcast weeknights at 7pm on WPRO AM630, or by searching "Don Sowa's MoneyTalk" wherever you get your podcasts.

Steven Beauvais, CFP®

Financial Advisor

Phone: 401-434-8090

Steve started his career in finance in the late 80’s, learning the ropes while working under one of the leading financial advisors in the state. When he was approached by Don Sowa to join his young firm, Steve recognized the opportunity. Now, after more than 30 years in business, Steve has helped Don grow Sowa Financial Group into one of the region’s most recognized and respected names in personal finance. Steve is a CERTIFIED FINANCIAL PLANNER™ Professional, upholding the industry’s highest standard for ethics and personal responsibility. Steve has taken an active role in the finance community, previously serving as President and Chairman of the Board of the RI Institute of Certified Financial Planners (now known as the FPA), and co-hosting the MoneyTalk radio program alongside Don Sowa for over 30 years.

    When he is not in the office, Steve can more than likely be found out on the lake, feeding his passion for boating and fishing. “Fishing, like investing, takes patience, strategy, and good instincts. Sometimes being out on the water puts everything in perspective.” – Steve Beauvais. Steve lives in Smithfield, RI, and is the proud grandfather of Kepler, Cora and Parker.

Donna Sowa Allard, CFP®, AIF®

Financial Advisor

Phone: 401-434-8090

Growing up, Donna planned to become a teacher. However, after spending summers working in her father’s office, she realized that being an effective financial advisor was really about education - educating clients and empowering them to make good financial decisions. Donna has been a member of the SFG team since 2006. She holds securities licenses through Commonwealth Financial Network®, along with Life Insurance and Long-Term Care Insurance licenses. Donna is a CERTIFIED FINANCIAL PLANNER™ Professional and holds the Accredited Investment Fiduciary® (AIF®) designation. She is certified to sell LTCi through the Corporation for Long-Term Care (CLTC). Complimenting her role as a financial educator, Donna co-hosts the MoneyTalk Radio program.

    Donna graduated with honors from Providence College with a degree in Finance. She is an active member with the local Financial Planning Association, and serves as a member of the board of directors. A native Rhode Islander, she lives in Cumberland, RI with her husband, Matthew, and three children, Connor, Grace and Joseph.  When she isn’t working, Donna can be found as a proud parent, cheering on the sidelines of whatever sport is in season.

Nathan Beauvais

Financial Advisor

Phone: 401-434-8090
This award was issued on 12/01/2023 by Five Star Professional (FSP) for the time period 02/13/2023 through 08/31/2023. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 703 Rhode Island-area wealth managers were considered for the award; 120 (17% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 637, 136, 21%, 12/1/21, 3/29/21 - 10/1/21; 2022: 648, 130, 20%, 12/1/21, 3/29/21 - 10/1/21; 2021: 624, 151, 24%, 11/1/21, 2/8/21 - 9/10/21; 2020: 614, 132, 21%, 11/1/20, 3/2/20 - 9/25/20; 2019: 568, 131, 23%, 11/1/19, 2/25/19 - 10/7/19; 2018: 545, 131, 24%, 11/1/18, 3/16/18 - 10/4/18; 2017: 476, 189, 40%, 11/1/16, 0316/16 - 11/1/16; 2016: 495, 173, 35%, 10/1/16, 5/6/16 - 10/4/16; 2015: 637, 194, 30%, 12/1/15, 5/6/15 - 9/30/15; 2014: 677, 204, 30%, 11/1/14, 5/6/13 - 9/30/13; 2013: 553, 185, 33%, 10/1/13, 5/6/12 - 9/30/12; 2012: 287, 111, 39%, 11/1/12, 5/6/11 - 9/30/11.
Click to access BrokerCheck

This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, FL, GA, HI, IN, KS, MA, ME, MI, NC, NH, NJ, NY, PA, RI, SC, TN, TX, VA, VT. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

The financial professionals of Sowa Financial Group, Inc. offer securities through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Advisory services offered through Sowa Financial Group, Inc. are separate and unrelated to Commonwealth. Fixed insurance products offered through Sowa Financial Group, Inc. or CES Insurance Agency.

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.