Lowry Financial Advisors

Joseph Lowry Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been a co-owner and principal at Lowry & Lowry, Inc. since 2008. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and back-office support, including investment management, compliance, and technology services, enabling advisors to construct client portfolios from a broad selection of securities and insurance products.

Joseph Lowry is a ChFC® with 44 years of experience in the financial services industry. He is the president and co-owner of Lowry Financial Advisors and has held leadership roles at related entities including Lowry & Lowry, Inc. Lowry is also the author of the book "Thanks Mom." Lowry Financial Advisors is a small, three-advisor firm that provides financial planning and wealth management services to individuals, families, and retirement plans. The firm emphasizes planning-driven advice using portfolio analysis tools and offers project-based or ongoing retainer engagements rather than discretionary asset management.

Cale Flage is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Lowry Financial Advisors. His prior experience includes roles at Cetera Advisors LLC and Commonwealth Financial Network. Outside of his advisory work, he engages in business consulting based in Gainesville, FL. Lowry Financial Advisors is a small, three-advisor firm that provides financial planning and wealth management services to individuals, families, and pension and profit-sharing plans. The firm emphasizes project-based and retainer planning engagements supported by planning tools and portfolio analysis, without offering discretionary portfolio management.