CONNECT

Address:

4240 Buckskin Wood Drive
Ellicott City, MD 21042

Phone:

410-531-1131

Services for Financial Advisory Clients

Creating a financial plan for clients is a collaborative process: it involves incorporating the client’s personal life goals to create a plan. Larry will gather information on the agenda items that are important to you, as well as your risk tolerance, time span and other factors that you consider important. The plan will incorporate not only financial goals such as retirement or college education, but lifestyle goals such as charitable involvement, volunteerism and meaningful, purposeful work.

Investment management is typically a long-term process, though older clients may have shorter time horizons. Meaningful diversification, avoiding unnecessary risks and passive management strategies using no-load, low cost mutual funds or ETF’s are the standard strategies that Larry employs for most of his accounts. Because he believes that a financial planner lacks the time and expertise to both service clients and select investments, he recommends and monitors investment managers with long track records of good performance and low fees.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck