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

In addition to the personalized service you receive from Lowery Thomas advisors, dedicated phone support is available with Schwab Alliance representatives.  Our clients have secure online access to, designed exclusively for clients of independent advisors like Lowery Thomas. The site includes many useful features including a 10 year archive of account documents, portfolio performance with real-time balances, quotes and current market information, research from respected sources and much more. Schwab Alliance Brochure