Lowery Thomas was established in 1999 and has provided outstanding investment advisory services, wealth management and comprehensive financial planning services ever since. The emphasis of our investment advisory and financial planning services is always on our clients. We are Employee Stock Option Specialists and experts in Retirement Planning. Lowery Thomas has three Registered Investment Advisors including two CPAs and one Certified Financial Planner with a Masters in Taxation as principals of the firm. With our firm wide expertise, the investment and financial planning process is more efficient and effective which results in better advice.

Our team of advisors are ready to assist in making sound financial decisions.
Feel free to set up a consult at one of our three offices located in San Francisco, Orinda and Walnut Creek.

Our Expertise

CPAs, Certified Financial Planners, Registered Investment Advisors under One Roof
Lowery Thomas focuses on investment advisory services, wealth management and comprehensive financial planning. We are professionals with expertise in financial planning, taxes and investments. The foundation of our investment philosophy is based on a system that won the Nobel Prize. This philosophy has been validated over time and has been emphasized in our firm since day one. The core of our approach is strategic asset allocation and disciplined portfolio management while customizing to an appropriate level of risk for each client.

Our Approach

Provide Our Clients the Best Opportunity to Accumulate Wealth and Prosper Financially by Implementing a Personalized Plan
We develop customized plans that are unique for you. Plans are adapted to your ongoing needs and goals providing a welcome change from the one-size fits all approach so common with others. Our team is excellent problem solvers and decision makers. We use these skills to complement our training and experience to develop well designed financial plans and investment portfolios. Explaining and understanding our thought process increases the probability of financial success while providing an opportunity for your input.