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Larsen Wealth Management, LLC

5 star rating 5 Reviews

(706) 429-3388 Call

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3550 Beaver Cove RoadCumming, GA 30041

Kudzu - Best Of Winner


  • Larsen Wealth Management, LLC - Cumming, GA -  gperkins

    Reviews: 1

    I couldn't be more satisfied
    gperkins (1 review)

    The more I think of it, it feels like my own son is helping me out. There is an honesty and genuinely caring approach that you often only feel from family members looking out for one another. Through good markets and bad, Roy has kept me on course and I truly just live my retirement instead of worrying about it.

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  • Larsen Wealth Management, LLC - Cumming, GA -  ShawnDS

    Reviews: 1

    Personal experience
    ShawnDS (1 review)

    I have used Roy for my investments for at least 5 years, also starting when he was at AG Edwards. I love his practical advice, his accessibility, his market updates, and his desire to do what's best for me and my money, not just whether or how much commission he will make. I think Roy is very knowledgeable about more than just your bread and butter stocks, and I trust his advice across the board.

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  • Larsen Wealth Management, LLC - Cumming, GA -  rcromartie

    Reviews: 1

    rcromartie (1 review)

    I have to agree with the prior comments about Larsen Wealth Management. I have been with them since Roy's days at AG Edwards and have liked the changes and additional offerings since he went on his own. The old line I don't care how much you know until I know how much you carereally applies to Roy. I would bet there are many advisors who make a lot more than him simply because he does so much that I know he doesn't get paid for but he does it anyway because it is important to me. He even invested in this expensive software that helps me keep a track of my entire financial world and it was given to I believe all of his clients for free. Great comfort knowing he worries about the details and I simply enjoy my retirement.

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  • Larsen Wealth Management, LLC - Cumming, GA -  mjenkins101

    Reviews: 1

    Tremendous Value
    mjenkins101 (1 review)

    My last advisor never called and charged me over 2%! When I met with Roy and saw all he had to offer and at almost half the price I was angry when I realized what I wasn't getting before. That quickly passed and I am relieved to finally feel served at an affordable rate. I have also learned many new ways thanks to Roy to manage risk and feel more confident about my direction. He is a great guy and I wish I found him 10 years ago!

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  • Larsen Wealth Management, LLC - Cumming, GA -  pspalding

    Reviews: 3

    He cares!
    pspalding (3 reviews)

    Roy Larsen is from the old school. He knows his craft but illustrates everything to me in a way I can understand without a lot of technical jargon. He visits me at my home when I need him and offers incredible monitoring tools that I have never seen anywhere else. Truly, personal business the way it used to be. Highly Reccommended!

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Business details

Service Area

  • Acworth
  • Alpharetta
  • Barrow/Walton County
  • Bartow/Pickens County
  • Buckhead
  • Buford
  • Canton
  • Carroll/Coweta County
  • Cascade Heights
  • Cherokee/Forsyth County
  • Clayton/Fayette County
  • Cobb County
  • Conyers
  • Covington
  • Crabapple
  • Cumming
  • Decatur
  • DeKalb County
  • Douglas/Paulding County
  • Douglasville
  • Downtown
  • Druid Hills/Emory
  • Duluth
  • Dunwoody
  • East Atlanta
  • Fayetteville
  • Fort McPherson
  • Greenbriar
  • Grove Park
  • Gwinnett County
  • Henry/Spalding County
  • Jonesboro
  • Kennesaw
  • Lakewood
  • Lawrenceville
  • Lilburn
  • Lithonia
  • Marietta
  • McDonough
  • Midtown
  • Newnan
  • Newton/Rockdale County
  • Norcross
  • Peachtree City
  • Riverside
  • Roswell
  • Sandy Springs
  • Smyrna
  • Snellville
  • South Atlanta
  • South Fulton County
  • Stockbridge
  • Stone Mountain
  • Tucker
  • Union City
  • VA Highland/Morningside
  • West End
  • Woodstock


  • Annuities
  • Bonds
  • CDs
  • Commodities
  • Government Securities
  • International Securities
  • IRAs
  • Municipal Securities
  • Mutual Funds
  • Precious Metals
  • Real Estate
  • Retirement Plans
  • Stocks
  • Tax-Exempt Securities


  • Brokerage Services
  • Insurance Brokerage Services

Minimum Investment

  • More than $100,000

Planning Types

  • Asset & Portfolio Management
  • Divorce Planning
  • Estate Planning
  • Financial Planning
  • Inheritance Planning
  • Insurance Planning
  • Investment Planning
  • Investment Research
  • Retirement Account Rollover Plans
  • Retirement Planning
  • Tax Planning
  • Trust Services


  • Certified Financial Planner

Kudzu's "Best Of" Winner

Larsen Wealth Management, LLC - Cumming, GA - Best Of 2012 - Kudzu.com

Hours of Operation

  • MON
  • 8:00am
  • 6:00pm
  • TUE
  • 8:00am
  • 6:00pm
  • WED
  • 8:00am
  • 6:00pm
  • THU
  • 8:00am
  • 6:00pm
  • FRI
  • 8:00am
  • 6:00pm
  • SAT
  • SUN

* By Appointment Only

Payments Accepted

  • Personal Checks

Languages Spoken

  • English