Broker Check

Meet Larry

At my firm, we have the client—and only the client—in mind.

I am often asked why I chose to become a financial professional. For far too long, I saw many friends and colleagues struggle to find the competent help they needed to map out their financial future. I had the confidence in myself that with my understanding of personal finance, coupled with my extensive training as a financial professional, I would help people better prepare for their future.

At our firm, we have the client—and only the client—in mind.

After more than 40 years in the financial services business, I am proud of my strong reputation for helping educate each person in an easy-to-follow manner. Our mutual goal is for each individual to understand the fundamentals of personal finance and apply those concepts as they pursue their own financial objectives.

No one strategy fits everyone. That’s why every client gets my undivided attention – from planning to execution to follow-up. It’s important to use the most efficient methods available. That’s why I believe a team approach with other professionals can be an effective method to help my clients, who have a wide variety of needs, maneuver through a complex financial-services world.

Here’s the promise I make to every client: I will always take a proactive approach to help you develop a clear and realistic strategy to address your financial goals so you can achieve your life objectives.

If you have not yet done so, I invite you to discover and experience the impact of my services.

Larry Gordon

Financial Advisor


Larry Gordon began his career in the financial services industry in 1980. He started with a focus on employee benefits insurance: life, health, disability and long-term care for individuals and businesses. He soon expanded his practice to become a specialist in retirement plans for small to mid-sized businesses. As his client base grew, many requested additional services, so Larry began to manage client monies in 1995. As his business continued to expand, he added financial advisory resources to his practice. He also volunteers at a local animal shelter and other non-profit organizations.

Married for almost forty years, Larry and his wife Susan live in Howard County, Maryland. They have three grown children; a daughter with a doctorate in psychology, another daughter with a master’s degree in public policy and is currently employed by the federal government, and a son who is currently employed with a government contractor. Larry enjoys music, sports and exercise.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.