Sr. Wealth Advisor
Larry is passionate about investing, financial planning, and delivering integrated financial, tax, legal, and risk management advice to help make client’s lives better. Prior to Mercer Advisors, he worked as the director of financial planning and investments at OptiFour Integrated Wealth Management, where he led the firm’s financial planning and investment analysis efforts. Larry has also held roles as statistician for The No-Load Fund Investor Newsletter in Irvington, NY, as investment research and analysis manager for Nationwide Financial in Columbus, OH, and as director of financial planning for Strategic Financial Associates in Bethesda, MD. Originally from New York, Larry has an undergraduate degree in Economics from SUNY Albany, an MBA from Lehigh University, and has been a CERTIFIED FINANCIAL PLANNER™ professional since 2002. Larry is a published author and 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 others. In 2023 Larry was named to the Forbes Best-In-State Wealth Advisors list. *
* 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.