About Us
Boutique by Choice.
As a hands-on, boutique registered investment advisor, the team at Silver Anchor Financial believes that bigger doesn’t necessarily mean better.
Many Qualified Retirement Plans such as 401(k), Profit Sharing, and Cash Balance plans are sold by advisors that only dabble in the space. With 25+ years of experience and 50+ plans under management, we manage every relationship from the sale to the service of each eligible participant.
Many Individuals don’t have the minimum assets necessary to partner with other investment advisory firms, or the money (or willingness) to spend $5K-$20K on a Financial Plan. These folks and their families are looking for common sense investment solutions that account for their goals and risk profile, have reasonable fees, and include a dedicated advisor who will provide them appropriate investment recommendations and outstanding customer service.
Meet John Lowrey
John Lowrey is an Investment Advisor Representative and the Managing Member of Silver Anchor Financial, LLC. He has three decades of experience managing client relationships within the financial services industry, has sold, implemented, and serviced hundreds of Qualified Retirement Plans, and over the last decade has partnered with dozens of individuals and families to implement investment strategies based on risk tolerance and goals.
After working at ADP, Fidelity Investments, and Toroso Advisors and owning and operating his own registered investment adviser firm, John understands the perspectives of ownership, management, and rank-and-file employees and how to communicate successfully with all three groups.
OUR APPROACH
SMALL FIRM FEEL, WITH A BIG HEART.
Our approach to caring for our clients is what sets us apart and allows us to grow – together.