Overview

Lowrie Financial

Information by Research TrustFinance

https://lowriefinancial.com/

Founded by Jonathan Lowrie, Lowrie Financial, L.L.C. is a Registered Investment Adviser dedicated to providing personalized financial guidance. The firm operates on a fiduciary, fee-only basis, meaning they are legally obligated to act in their clients' best interests and are compensated solely by client fees, not commissions. Their core services include comprehensive financial planning, investment management, retirement planning, and tax strategies, with a mission to help clients achieve financial freedom through a prudent and disciplined approach.

Founded in
Canada

Canada


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service