Ready to learn more?
Explore More
Lawrence Solomon
Sr. Wealth Advisor
MBA, CFP®
lsolomon@merceradvisors.com
800.955.5993
Larry is passionate about providing integrated financial, tax, and legal advice to clients, leveraging the synergies among these disciplines to offer more value for families and help improve their lives. Prior to joining Mercer Advisors in 2019, he served as the director of financial planning and investments at OptiFour Integrated Wealth Management.
Larry has also held roles as a statistician for The No-Load Fund Investor Newsletter, investment research and analysis manager for Nationwide Financial, and director of financial planning for Strategic Financial Associates. Larry enjoys being an advisor the most, creating content and fostering collaboration. Inspired by his father, who taught economics and worked as a pension consultant for the teachers’ retirement system in New York, Larry pursued a career in financial services.
Originally from New York, he holds an undergraduate degree in economics from SUNY Albany and an MBA from Lehigh University. He has been a CERTIFIED FINANCIAL PLANNER® Professional since 2002. A published author, Larry frequently contributes to articles on financial planning and investing topics in publications such as The Wall Street Journal, Financial Times, US News, The Street.com, Bankrate.com, and more. In 2023, he was named to the Forbes Best-In-State Wealth Advisors list.*
Outside of work, Larry enjoys spending time with family, fishing, sports cars, and Irish culture. He competed as a powerlifter in college and graduate school and continues to enjoy the fitness lifestyle. He resides in Herndon, Virginia and supports Freemasonry, Ring of Kerry Irish Dancers, and Foster Parents Association.
*Disclosure
* The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.