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Focused Financial
Plans for Entrepreneurs
and Business Owners

Welcome to Lowrie Financial

I help entrepreneurs and business owners who want to delegate wealth management to a trusted ally.

In an industry that focuses mostly on selling products and beating the market rather than serving your best interests, my goal is to provide you with a complete departure from that model.

I build close, personalized relationships based on three simple but powerful tenets:


As an independent portfolio manager, I have no corporate quotas or other conflicts of interest to distract me from my mission: tending to your wealth based on your best interests.


I save investors like you from the traps laid by Bay Street’s hype and hysteria, so you can focus on what’s best for you and your loved ones.


I help you apply evidence-based investing, structuring your portfolio according to 60+ years of academic study into how markets have rewarded patient investors.

The bottom line is: I truly enjoy this work. It gives me great satisfaction to see people meet their financial and lifestyle goals.

What Lowrie Financial Clients Say:

"Steve is making my plan work. I can go to bed at night and feel like someone has my back."

"Steve has been a steady hand through some difficult years. He has always provided a positive view and very clear communication in a timely manner. He is able to put complex concepts into clear language and makes us feel like a valuable client."

"Steve was the first financial advisor who allowed me to table my concerns and goals and really listened to what I needed. He then came back with recommendations we liked. He is very good at what he does and has always met our expectations."

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