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)

As an independent advisory firm, we have separated the brokerage function from the advice function that is advantageous in the investment process. Lowery Thomas’s advisor role is not influenced by a brokerage firm and their objectives. Rather, the brokerage firm acts as the custodian who is tasked with safe guarding client assets, providing monthly account statements, tax reporting, trading platforms, among other administrative responsibilities.

Lowery Thomas utilizes Schwab Advisor Services (a division of Charles Schwab & Co., Inc.) as the custodian of our clients’ assets. This relationship affords the brokerage resources of Schwab with the personalized advice from Lowery Thomas.

Founding partners of the firm (L to R): Ken Cala, CFP, CPA, MS Director of Planning | Mark Vicencio, CPA President | Dave Lowery Director of Investments

Lowery Thomas is an independent Registered Investment Advisory firm with decades of success advising high net worth individuals and their families.

Knowing that hands on advice is necessary to effectively serve and advise our clients, we limit the number of relationships that we take on. This results in a high level of service and gives us the opportunity to know each and every one of our clients well.

From the outset of our firm’s founding, we have been selective in our growth, favoring slow and steady, which has resulted in long lasting relationships and satisfied clients. Instead of spending valuable time marketing and bringing in new business, we have instead embraced the advisory role knowing that happy clients refer others. Simple really. We do our job as advisors at an exceptional level and, in turn, our clients honor us by speaking highly of our firm and our team.

Prospects take comfort in knowing that they too will be a very high priority for us from the inception of our relationship through the many years of our partnership.