Larsen Wealth Management, LLC
President & CCO
Fee-Only financial planner located in Gainesville, GA, serving clients locally and across the country
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 public company. Thus, Larsen Wealth Management was born offering solutions which focus on the client only and their very specific issues and needs.
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 designations from the Certified Financial Planner Board of Standards as a Certified Financial Planner ™ and the College for Financial Planning as 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. Roy has also served in the role of educator and 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. Roy also has written financial columns for local and national publications as well as numerous online outlets.
A resident of Gainesville, GA., Roy is active in his community. He is past chairman of the Forsyth County Chamber of Commerce Ambassador program and a past member of the Board of Directors for Leadership Forsyth. Roy also served the Citizens Review Panel for the Forsyth County Juvenile Court. Currently he volunteers for the Atlanta Food Bank each month and his firm supports. In his free time Roy enjoys being a great Dad to his two lovely daughters, playing adult baseball and acting occasionally in feature films.
We specialize in what we call "Irreplaceable Capital". The typical client profile at Larsen Wealth Management is someone around the age of 50 or older who has accumulated, received or will be receiving a lump sum through retirement, inheritance, a business sale or a divorce. Our clients value a holistic approach to financial planning for all of life's chapter 2 issues such as wealth preservation, growth, harvesting and income strategies, social security optimization, budgeting, healthcare, tax minimization along with trust and estate planning.
We seek to exceed expectations through superior service, value added complimentary tools, communication and education. Roy Larsen, CFP®, AAMS® is an independent acknowledged fiduciary and a Certified Financial Planner™ practitioner. Larsen Wealth offers customized, unbiased disciplined investment solutions and financial plans.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
- Social Security Optimization
- Healthcare Planning
- Wills & Estate Planning
- Retirees and Near Retirees
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- Meetings In Your Home
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Roy Larsen is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Roy Larsen is an Accredited Asset Management Specialist
Financial advisors and investment managers who hold the AAMS® designation have completed a course of study encompassing investments, insurance, tax, retirement, and estate planning issues. Individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.
Contact Roy Larsen
2690 Pass Cir
Gainesville, GA 30506