A complete list of active advisors currently associated with Brian D. Lowder, Inc.

Warmer can help you find a great advisor at Brian D. Lowder, Inc. or one who fits your needs even better.

The firm provides fee-only financial planning and investment management to individuals, families, trusts, corporations and charitable organizations, addressing matters such as retirement planning, estate planning, business planning, tax planning, college funding and risk management. Its client base includes both individual and high-net-worth clients as well as institutional relationships such as corporate pension and profit‑sharing plans, foundations and endowments. Investment advice is implemented through a written Investment Policy Statement tailored to each client and the firm does not assign accounts to pre-set model portfolios; portfolios are constructed based on client objectives, tax considerations and risk tolerance. The investment process emphasizes fundamental analysis, diversification and a long-term core portfolio implemented with a core‑and‑satellite approach, while allowing occasional tactical shifts driven by top‑down macro views; accounts are monitored continuously and quarterly reports are provided. The firm operates with a small advisory team while managing roughly $388 million in discretionary assets across about 197 clients and 643 accounts and remains 100% owned by its founder since its 1987 establishment, reflecting a long-tenured ownership structure. It discloses that a principal serves as trustee for certain client-related trusts and the firm’s retirement plan, uses Schwab Institutional custody and receives adviser support (including a discounted portfolio management software license and occasional event benefits), items the firm notes and monitors as potential conflicts of interest.

To learn more about the advisors currently working at Brian D. Lowder, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.