About

Lowrey Financial Group is a full-service financial services firm that customizes retirement planning to ensure clients’ assets are preserved and working for them to build a robust future.

As an independent firm with 20-plus years in the industry, we take a holistic approach with our “Financial Confidence Plan,” which focuses on creating income, minimizing tax and financial risk, cost effective healthcare solutions and legacy planning. Our goal is to Create Financial Confidence through our patented five-step plan, tailored to each clients’ specific and unique needs. It’s a proven system that has helped countless clients protect wealth, minimize risk and grow assets to support financial goals.

Founded in 2005 by licensed financial advisor Jake Lowrey, LFG (formerly Mass Wealth Management) has been optimizing strategies for two decades for all clients – from C-suite executives to small business owners to retirees planning their next chapter. For years in Boston, New Hampshire and Vermont, Lowrey has provided invaluable advice in the office, through consultation and on the popular “Mass Wealth Radio” weekly show, sharing information and insights about tends and news in finance, health care, retirement, legacy planning, and more.

Today, the company is anchored by the trusted, licensed advisors trained in executing the five-point plan created and perfected over the past 20 years. It’s the same business, with a new name, committed to fulfilling the legacy of founder Jake Lowrey: providing the highest level of personalized service and expertise to help clients achieve their financial goals.

Lowrey Financial Group is here to support our clients every step of the way. Our commitment to excellence and our track record of success remains unchanged as we enter a new era in our company’s history. Our mission remains the same: to serve clients with integrity and dedication to ensure financial confidence and success.

Join us today to create financial confidence and build your future.