A complete list of active advisors currently associated with Lowery Thomas, LLC

Warmer can help you find a great advisor at Lowery Thomas, LLC or one who fits your needs even better.

Lowery Thomas, LLC provides investment advisory and wealth management services to individuals (including high-net-worth clients), trusts, estates and corporations, delivering both discretionary and non‑discretionary portfolio management alongside financial planning and retirement-account advice. The firm manages approximately $386 million for about 184 clients, is supported by three advisors, and bills fees on a percentage-of-AUM basis. The advisor’s investment process is primarily driven by technical analysis with a generally long-term orientation, constructing portfolios largely from low-cost mutual funds and ETFs while also employing individual stocks or bonds as needed; it may engage in shorter-term trades, tactical reallocations, or the use of inverse and leveraged ETFs to pursue client objectives. Portfolios are customized to client goals, risk tolerance and tax considerations, and the firm will retain legacy positions or harvest gains/losses when appropriate as part of its ongoing supervision. Notable differences from many peers include an affiliation with owner-operated CPA/accounting practices—each of the firm’s two owners operates a separate tax practice that may provide services to clients—and an organizational footprint of five offices despite a three-advisor team, a combination that is uncommon among similarly supported firms. The firm also discloses an institutional custodial relationship that provides software and other benefits to the advisor, which it identifies as a potential conflict of interest.

To learn more about the advisors currently working at Lowery Thomas, LLC, 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.