LARSEN WEALTH MANAGEMENT
  • Welcome
  • Start Here
  • Who We Are
    • Roy Larsen, CFP® Biography
    • Our Team
    • In The Community
  • Solutions
    • Comprehensive Wealth Management
    • Investment Options
    • How We Earn Money
  • Contact
  • Client Access Portals
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Larsen Wealth Management

A Retirement Planning Blueprint For Those Over Age 50

We are not currently accepting new clients.
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Experts in
​Successful Retirement Living­®

SMARTER INVESTING · TAX PLANNING · INCOME OPTIMIZATION

LENDING · TRUST CREATION

Get Your Free Assessment
​
​678-696-8755

Why Larsen Wealth Management?

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CFP® Professional

Of the roughly 400,000 people who call themselves a financial advisor, less than 1 in 4 have committed to the strict standards of achieving a Certified Financial Planner™ designation.*
*Source- www.cfp.net
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Fee-Only Fiduciary

Of that same number, only slightly more than 3% of us abide by law, to put your interests ahead of ours. This means our advice must be sound, accurate and free from conflicts of interest.*
*Source- statista.com, investopedia.com
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Commission-Free
No hidden fees. Our transparent fee schedule makes it easy to understand exactly how we get paid.

As quoted in:

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We Come to You!
We work with our clients in the comfort of their homes, regardless of State. No need to look at our address
​and wonder if we are too far away! 
​Larsen Wealth Management is a Fee-Only, fiduciary firm who by law must act in your best interest.
We feature a small client base which allows us to know our families on a deeper level.  Along with the knowledge and experience of a Certified Financial Planner™, we use today's latest technology to ensure our families have the best information possible
​to increase the odds of success as their journey continues. 

Roy Larsen, CFP®, AAMS® is a top financial advisor in the Gainesville, GA financial advisors directory on NestEggZone.com.


Enjoy the peace of mind knowing your money is held with one of the strongest institutions in our industry. *

* Larsen Wealth Management is not employed or affiliated with Charles Schwab & Co., Inc.
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Larsen Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Larsen Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Larsen Wealth Management, LLC unless a client service agreement is in place. 


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  • Welcome
  • Start Here
  • Who We Are
    • Roy Larsen, CFP® Biography
    • Our Team
    • In The Community
  • Solutions
    • Comprehensive Wealth Management
    • Investment Options
    • How We Earn Money
  • Contact
  • Client Access Portals