Lowry Financial Services

Overview

Lowry Financial Services is an independent, sole‑proprietorship RIA operated by an individual owner that combines investment advisory work with insurance brokerage. The firm acts as a capital allocator for both individual and family clients as well as institutional relationships. Advisory services highlighted on its filings include portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Fees are charged as a percentage of assets under management. Lowry Financial Services does not report active ESG investing and is not identified as a multi‑state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices