Lohr & Company was founded by Greg Lohr in 1993 to help more people achieve their dream of a secure and comfortable retirement. In 2015, Greg’s son Ethan joined the family business to partner with his father and further their mission of helping people make sound financial decisions with fiduciary care.
After graduating from James Madison University, Ethan allowed Greg to mentor him in regards to everything he had built over the past decades: sound financial planning principles, customized investment strategies, and building trusting client relationships. For his part, Ethan brought his knowledge of new and sophisticated investment management tools to help them serve their clients to an even greater degree.
As a fee-based, independent firm, Lohr & Company strives to work with the highest integrity. They recommend strategies to help you work toward your retirement goals and don’t force your investments into a one-size-fits-all portfolio.
Lohr & Company started as a boutique firm, and they plan to always remain a boutique firm. Because their relationships with their clients are built on lifelong trust, they never want to jeopardize that trust by becoming too big or too unavailable. That’s why Lohr & Company only works with clients they truly believe they can help.