About Our Financial Advisory Journey
Our Story
Our Story of Transformative Financial Guidance
I’m Hunter Lowry, a CERTIFIED FINANCIAL PLANNER™ professional based in Auburn, California, serving high-income families and business owners nationwide.
Through my partnership with LPL Financial and Sierra Ridge Wealth Management in Roseville CA, I take a comprehensive, planning-first approach to wealth management. My focus is simple: help clients reduce unnecessary taxes, make smarter investment decisions, and build long-term financial clarity with confidence.
I earned my degree in economics from Pitzer College and hold the CFP® designation which reflects my commitment to providing advice that is both strategic and fiduciary-minded.
Outside of work, I spend my time team roping and enjoying the outdoors. Whether that’s hunting, fishing, or simply being out in the wide-open spaces that make this part of California home.
Our Vision
Our Vision for Your Financial Freedom
Together we are going to clarify your specific goals, review assets and resources and create opportunities.
My true goal as a financial advisor is to encourage, guide and support you while providing the knowledge and options you need to achieve success.
YOU are my priority, YOUR voice will be heard and TOGETHER we will pursue your path towards financial freedom.
Connect with Hunter Now
Services We Offer

Individual Retirement Plans
Traditional, Roth and rollover IRAs offer tax advantages and can serve as primary retirement savings vehicles, or supplement your employer-sponsored retirement plans.

Insurance Strategies
Money management is about more than just accumulating and investing your assets — you also have to protect those assets.

Education Funding
Learn about the education investing options available to you, and start investing for your child’s future today

Business Retirement Plans
Employees want more than a paycheck; they want a competitive benefits package. I can assist business owners in developing employer-sponsored retirement plans, risk management services, financial education programs and more.

Gift Giving
Effective charitable giving can have a positive impact on causes that are important to you. A giving strategy can help your donation go further or allow giving to be a part of your estate plan.

Investment Management
The key to investing is taking it at a pace that's right for you and staying focused on your long-term goals. We'll help you understand investment fundamentals and prioritize your goals.