Why Larsen Wealth Management?

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

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

Commission-Free

No hidden fees. Our transparent fee schedule makes it easy to understand exactly how we get paid.

As quoted in:

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. 

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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.