About Our Financial Advisory Journey

At Sierra Ridge, it’s not about what services we offer – it’s about how we use them to help you. Through a combination of our diverse portfolio of resources, our dual focus on accumulation and distribution, and our collection of in-house specialists, we’re confident we have what it takes to deliver a financial plan that exceeds your every expectation.

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

Speak directly with Hunter to get on the fast track towards your financial goals.

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.