About Marc V. Lowe

Hello👋

 

I’m Marc Lowe, a proud Northeastern University graduate with extensive experience in the financial planning industry. Over the years, I’ve had the privilege of working at some of the largest Registered Investment Advisors (RIAs) in the country, helping countless families achieve their retirement goals. Along the way, I earned my Certified Financial Planner™ (CFP®) designation, an achievement I’m incredibly proud of.

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Throughout my career, I’ve had the honor of managing over $160 million across 200 households, earning recognition and awards for my work at my previous corporate role. Despite this success, I realized I could make an even bigger impact by branching off on my own. That’s when I decided to launch my independent practice, with a specific focus on helping mid-career professionals navigate the complexities of their financial futures.

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On a personal note, my life is a whirlwind of activity. I have three young kids—each under the age of 5—which means our house is always full of energy and noise, but I wouldn’t have it any other way! After spending eight years in Texas (yes!-those are cowboy boots in my picture🤠), my family and I made the decision to return to New London, Connecticut, so we could be closer to our extended family. While Texas was a wonderful place to live, there’s no substitute for the support and connection of being near loved ones.

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Outside of work, I stay busy with family adventures—whether that’s taking long road trips, coaching my kids’ sports teams, or traveling to music festivals with my little ones. I’m a big fan of Tombstone (my favorite movie) and love reading thought-provoking books like The Black Swan by Nassim Taleb. I also have a passion for BBQ cuisine and play guitar in my free time.

If you’re looking for someone to help guide you through your financial journey, I’d love to connect and see how I can help.

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