About Us
At Lowry Financial Services, we believe in a personalized approach to financial planning that prioritizes your goals, values, and aspirations. As a Registered Investment Advisor (RIA) operating under a fiduciary standard, we are committed to serving your best interests with transparency, integrity, and expertise.
Professional Life
Daniel G. Lowry, CLU, ChFC
Dan received the Chartered Life Underwriter (CLU) designation in 1990 and the Chartered Financial Consultant (ChFC) professional designation in 2001. Dan also has a Certificate in Life Insurance Planning from the American College, which he received in 1989. In addition, he is the Owner and an Investment Advisor Representative of Lowry Financial Services, a registered investment advisor.
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For over 40 years, Dan Lowry has relied upon an investment philosophy focusing on investors’ objectives. This philosophy is based upon six principles: asset allocation, portfolio design, investment research, tax management, risk management, and continuous portfolio monitoring. These principles all work together to deliver a program that offers investors personalization, diversification, and coordination. It’s a strategy geared towards achieving both short and long-term investment goals that make sense in any financial climate.
Many financial services firms continue to focus solely on your money. How much do you have now? What will you need in the future? The real questions have more to do with how you want to live your life and how your money should support those ambitions—for you, your family, and perhaps your community. That’s why we take the time to help our clients see beyond their immediate financial concerns to achieve a greater vision of how they can use their wealth to bring more fulfillment and security to their lives and their families. So, we offer a process that integrates your financial sources with your vision of personal fulfillment, security, and integrity. The result is not a single, rigid financial solution but a vital process in which your wealth is always at the service of your life. We call this ‘financial wellness.
We focus on understanding you. Each goal. And where it fits into your life. From clarifying your life goals to linking them to individual, customized investment strategies. This allows us to measure your progress, not against arbitrary industry benchmarks but against the very goals we are working to achieve. Regularly, we’ll take a fresh perspective to thoroughly reassess inevitable changes in your goals and/or personal circumstances and how they might influence your investment decisions.
Our Philosophy
Building long-term relationships is our priority at Lowry Financial Services. We start the journey by taking the time to listen to and understand each of our clients. My goal is to educate you about all of your financial options so that together, we can develop a financial plan that achieves your goals. We believe in using prudent investment strategies. For over 40 years, our clients have looked to us for direction. We are dedicated to guiding and sustaining our clients’ financial direction.
As independent financial professionals, we have the freedom to provide diverse products, guidance, and insight to our clients. We recognize that each person’s situation is different, so we develop an investment plan that focuses on helping you accomplish your personal goals. We start with an in-depth understanding of your financial situation and the personal values you hold as they relate to your investment plan. This approach allows us to forge a strong partnership with you and assist you as we strive to turn your dreams into reality.
Mission & Vision
Our Vision
Lowry Financial Services has been providing the guidance you need to help you pursue your financial goals since 1983. We offer you a wide range of investment and insurance solutions. Our primary focus is always on you. We provide exceptional service and personal attention. We seek to identify your uniqueness, so everything we do is committed to meeting your specific values and life goals. Our success comes from helping you get where you want to be in life. Working in partnership, we provide options and seek solutions with you, not for you. Solving problems. Helping you clarify your goals. Freeing up your time so you can do what you want to do. This is our purpose.
Mission Statement
Our mission is to help you, our client, to achieve your financial goals and objectives. We work with you to make you comfortable with your financial affairs. We will use prudent policies and practices. When investing, it’s important to consider both risk and return. Our advice is unbiased, and we work for you.
Our Code of Values
- Our clients are not dependent on us; we are dependent on them.
- Our clients honor us by allowing us to earn their business.
- Our clients’ privacy is paramount. We will hold in strictest confidence and consider as privileged all business and personal information on our clients’ affairs.
Our Commitment
Our Customer Service Practices
- To provide the optimal level of service and advice to our clients, we request that our clients be forthcoming with all relevant financial information.
- If you are displeased with any element of our service, we request that you contact us so that we may address any issues that arise.
- I spend all of my time working on my clients’ accounts. I spend no time marketing or soliciting new clients. For my business to be successful, I need to add new clients from time to time. If you are pleased with the service and the results you are receiving, I ask that you refer friends, family members, or business colleagues whom you believe would appreciate the same level of service you have received from us.
Our Fiduciary Commitment
As fiduciaries, we hold ourselves to the highest standard of care in the industry. This means that we are legally and ethically obligated to act in your best interests at all times. We prioritize your financial well-being above all else, providing unbiased advice and recommendations tailored to your unique circumstances.