Roy Larsen| CFP®, AAMS®
Larsen Wealth Management, LLC
- Fee-Only Financial Planning
- Investment Management
- Hourly Fee Consultations
- Successful Retirement Living
- 401(k) and IRAs
- Estate Planning
Gainesville, GA 30506
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Roy Larsen is an Atlanta area Fee-Only Financial Planner located in Cumming, GA and all surrounding areas. Larsen Wealth Management, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Roy Larsen is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Roy Larsen founded Larsen Wealth Management, LLC in late 2005 with a very clear vision of the kind of firm he wanted to create. After years at a typical Wall Street firm which stressed selling products and shareholder value, Roy first wanted to take the emphasis off of selling products; and second off of the multiple interests of the firm. Thus, Larsen Wealth Management offers fee only arrangements which focus on the best interests of the client and their very specific issues and needs.
Investing... More Art Than Science
Roy has had a love for studying the markets since the age of 18 and has always considered investing more of an art than a science. His investment philosophy blends various forms of fundamental and technical analysis and he uses his keen understanding of highly complex market theories, tools and strategies to create custom asset allocations. Most importantly he presents this information in a “user friendly” format to his clients free from industry jargon.
Roy graduated from Temple University and received his BS in Business Administration. He has concentrated his post secondary education on the issues and needs of retirees earning the designation of Certified Financial Planner ™ from the Certified Financial Planning Board of Standards and has also received designations from the College for Financial Planning as a Retirement Planning Consultant (RPC), and an Accredited Asset Management Specialist (AAMS).
Roy is also the former Director of Medicare in Georgia for Aetna which has allowed him to deliver additional value by consulting on health strategies. To that end, Roy also serves in the role of educator and has taught a class at Clayton State University called “Successful Retirement Living” where he emphasizes the importance of linking wealth, health and estate planning strategies together to ensure all major issues in retirement are in concert.
A resident of Cumming, Georgia for 19 years, Roy is active in his community in many ways. He is past chairman of the Forsyth County Chamber of Commerce Ambassador program and has served on the Board of Directors for Leadership Forsyth as well as serving on the Citizens Review Panel with the Forsyth County Juvenile Court. In his free time Roy enjoys spending every moment he can with his two lovely daughters.
Disciplined Investment Management
There is nothing ordinary about the investment solutions offered at Larsen Wealth Management. Why settle for retail, cookie cutter or what everyone else is doing? Our clients enjoy complete customization and access to a multitude of institutional strategists and a broad array of investment categories. Don't be bound to some brokerage firm's "List" when you can have access to multiple platforms to accomplish your unique goals. Often, these options are more cost efficient with lower minimums and caps on trading costs. Tap into our years of research which have identified numerous models and strategies that will help create your personalized globally diversified portfolio.
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Comprehensive Financial Planning
We structure our planning offerings a bit differently. For years we compiled comprehensive masterpieces that we were very proud of. And you know what? Hardly anyone followed them because it was simply too much information and too overwhelming to know where to start. Don't get me wrong, our state of the art planning software will solve for every need you have. But instead of throwing the kitchen sink at you (unless you are organized and committed to following it), isn't better to pay less for a modular need or several needs that are easy to understand and implement? So choose a customized option which will be just enough to get you moving in the right direction. Once that is solved, we can always attack the next hill. Want something more custom than what is listed below? No worries, we can solve for whatever specific need that concerns you and will quote a price based on the time involved.
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