Welcome to Larsen Wealth
Fee Only Financial Planner and Wealth
Who is our typical client when we say we specialize in irreplaceable capital?
In every case you are someone who is receiving or has received a large lump sum related to retirement,
an inheritance, or possibly a divorce. You realize that there are many issues to consider.
Whether it is the most appropriate investment strategy for you, tax implications, income ideas, insurance and
estate issues or possibly health events, you understand that people who plan statistically can do better than
people who roll the dice. You want someone who will work with you through all of the potential issues, options and
possible solutions in a consultative fashion without the feeling of a salesperson pushing products on you.
Independent Financial Advisor and Wealth Management Advice
for People Throughout Georgia
Located in Cumming, GA., we provide financial planning services and advisor services to
individuals and families throughout Georgia, including the communities of Dahlonega, Dawsonville, Cherokee,
Suwanee, Buford, Gwinnett, Atlanta, Roswell, Alpharetta and Norcross and currently states such as Florida, North
Carolina and New Jersey.
Roy Larsen, CFP®, a wealth manager, takes great pride in helping his clients;
- plan, accumulate, and preserve their wealth
- build a solid foundation and roadmap for their financial future
- plan for transferring assets to future generations.
Unlike days of old where financial advisors maintained hundreds if not thousands of clients, Roy by choice
works with a smaller intimate group of clients and personally serves each family in every state he is
You seek someone who is knowledgeable, educated, experienced and credentialed. As an independent CERTIFIED
FINANCIAL PLANNER™ professional, Roy has the freedom to offer non-biased financial advice and wealth
management strategies that are appropriate for each of his clients. In working with the
largest independent firm in the United States*, LPL Financial, Roy is fortunate to offer the virtual universe of
investment options, free from proprietary products or sales quotas.
For many investors, the more wealth you accumulate, the more options, obstacles and challenges you face. Roy
has access to an automated system that leverages a comprensive wealth management tool called Wealth Vision. This solution not only helps you plan for
the future but also tracks your progress, and is provided to our wealth management clients at no cost.
A Certified Financial Planner with the Experience You Need
and the Integrity You Want
As a CERTIFIED FINANCIAL PLANNER™ professional and more than 12 years of financial advisor and investment
management experience, families throughout Georgia have come to rely on Roy’s comprehensive wealth management
knowledge, integrity and attention to detail in helping them plan the financial future.
But perhaps most important of all, the CERTIFIED FINANCIAL PLANNER™ designation means that Roy has made a
professional commitment to always act in your best interest, as one of his financial planning clients. Not only
will you have a clear plan for your financial well-being but you will have confidence knowing that it's based on
your personal financial situation and goals.
Other services we provide include:
To learn more about our Financial Consultant and
Independent Management Services, and to arrange for a complimentary consultation, contact Larsen Wealth Management
today at 678-456-8138.
* As reported in Financial Planning magazine 1996-2012,
based on total revenues. Certified Financial Planner Board
of Standards Inc. owns the certification marks CFP®,CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete CFP
Board’s initial and ongoing certification requirements.