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 1999, we set out to be the best financial advisors possible. This passion has always been the driving force behind everything we do. Lowery Thomas is our life’s work. Thank you for taking the time to learn more about us, our firm, our philosophy and our passion.
We hope you experience the enthusiasm in each of us and the genuine interest 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, both in service and portfolio performance.
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.
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 schwaballiance.com, 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