Solid. That’s the way we’d describe our partnership.

Larry Ware

Wealth Manager

Phone:  (336) 376-7000
Fax: (336) 217-7979

If the idea of getting a Return on Life sounds more meaningful than the return on your investment (ROI), Larry Ware is your kind of financial planner. A husband, father, and ‘Pop Pop’ to eight, Larry understands what it means to plan with care for the future, and excels in thoughtfully advising his clients.

Larry has over 30 years’ experience helping clients prepare for life’s major financial milestones and effectively managing resources through their retirement years.  Through an in-depth analysis of their current economic position and vision for the future, Larry works closely with each client to help them define and pursue their best financial lives.

“As a financial advisor, I’m able to educate and inspire my clients to help them try to protect and grow their financial assets.  By creating a financial roadmap, and then carefully monitoring and adjusting when necessary, I hope to enhance their lives by reducing the stress and uncertainty that financial issues can cause.”

Larry’s strategies aim to increase potential investment return, reduce income taxation, and protect assets from inflation and nursing home costs while reducing or eliminating probate and estate taxation when assets are transferred to heirs.

Larry’s knowledge base and perspective combine academic study with practical experience.  He earned his bachelor’s degree in Business Administration from Guilford College and his MBA from Winthrop College.  He currently holds the Series 7 and Series 63 securities registrations with LPL Financial and Series 66 registration with LPL Financial and IFG Advisory along with his Life, Health and Long-Term Care licenses.  In addition, he has earned the Chartered Retirement Planning Counselor designation and the Long-Term Care certification.

Prior to becoming a Financial Advisor, Larry worked for many years as a Human Resource Director.  Larry has also served as a Board Member of the local Chamber of Commerce and served as President of the Alamance Breakfast Rotary Club.
Larry resides in Burlington NC with his wife, Linda. He enjoys golf and watching his eight grandchildren grow.

Are you looking for a long-term financial partner to help you view life differently?

Schedule some time with us to talk and see if we’re a good fit for each other.