lowery Thomas LLC
Where behavioral finance meets wealth management
OUTSTANDING INVESTMENT ADVISORY SERVICES & WEALTH MANAGEMENT
Our Services
Lowery Thomas is an independent Registered Investment Advisory firm with decades of success advising high net worth individuals and their families. Our customized investment and financial plans are flexible to adapt to changes in economic conditions and are monitored closely to ensure the plans fit as life circumstances and goals change. Our initial investment plan along with ongoing analysis and advice from Lowery Thomas are always tailored to our clients’ individual financial situation.
Wealth Management
Retirement Planning
In 1999, we set out to be the best financial advisors possible. This passion has always been the driving force behind everything we do. Thank you for taking the time to learn more about us, our firm, our philosophy, and our passion.
How We Work
You will experience the enthusiasm in each of us and the genuine interest that we have in our clients. The relationships we have with our clients are the most important aspect of our business. Our firm’s success is dependent upon our ability to meet clients’ expectations. We strive for excellence in service, portfolio performance, and client outcomes.
Our clients value our integrity, trust, discipline, innovation and the ability to provide solutions for their financial situation. We look forward to you joining us on this journey to the future where important decisions, obstacles, and opportunities await.
Why Choose Us
Lowery Thomas, LLC was named as one of the Top Fee-Only Wealth Management Firms in the United States by CNBC. Lowery Thomas ranked #47 in the US, #6 in California and #3 in the San Francisco Bay Area. (See Award Disclosure)
Lowery Thomas utilizes Schwab Advisor Services (a division of Charles Schwab & Co., Inc.) as the custodian of our clients’ assets. This relationship affords the brokerage resources of Schwab with the personalized advice from Lowery Thomas.
Knowing that hands on advice is necessary to effectively serve and advise our clients, we limit the number of relationships that we take on. This results in a high level of service and gives us the opportunity to know each and every one of our clients well.
From the outset of our firm’s founding, we have been selective in our growth, favoring slow and steady, which has resulted in long lasting relationships and satisfied clients. Instead of spending valuable time marketing and bringing in new business, we have instead embraced the advisory role knowing that happy clients refer others. Simple really. We do our job as advisors at an exceptional level and, in turn, our clients honor us by speaking highly of our firm and our team.
Prospects take comfort in knowing that they too will be a very high priority for us from the inception of our relationship through the many years of our partnership.