Evolution of Partnership and
Practice

Evolution of Partnership and Practice

What began as a professional relationship in regional banking in 2004 has evolved into the wonderful, independent financial planning practice we have today. Somewhere between conversations about the importance of protecting and growing assets, minimizing risk, and being home for family dinners, we realized we make a great team.

1945

Larry is born.

1973

Larry is a Marine Corps Radar Intercept Officer

1979

Brian is born

1998

Larry pivots from a 20-plus-year career in HR with Duracell and Cone to financial services with Edward Jones in Burlington, NC

1998

Brian begins working as a Loan System Operator at a local bank in Durham, NC

2004

Larry is an accomplished advisor and investment consultant with a regional bank

2006

Larry notes Brian’s professional skills and accomplishments in regional banking and initiates talks for a partnership

2009

Larry and Brian form a 50/50 partnership serving 1200 clients in 12 bank branches across North Carolina

2012

Larry and Brian join LPL Financial and launch their own independent financial planning practice

2015

Larry and Brian are asked to join Atlanta-based Integrated Financial Group to enhance their expertise for clients

Working Together for You

Brian Glaze and Larry Ware have a shared mission to help clients simplify what seems complex. Their approach to partnership combines experience, education, friendship, and a healthy dose of humor for good measure. Let Envision Wealth Partners inspire you to define and pursue your best financial life.

Independent But Not Alone

In 2015, Envision Wealth Partners was asked to join Integrated Financial Group, a consortium of independent LPL Financial planners from across the country. Since its inception in 2003, Integrated Financial Group has maintained a culture of passionate, strictly vetted independent financial planner members who support the notion that many minds are greater than one. This Consortium—or group—of expertise is called the Brain Trust.

Our affiliation with this professional group is invaluable; it gives us access to a network of talented, like-minded peers who share strategies, best practices and advice. Our clients benefit from the collective expertise of the Brain Trust in addition to our personalized financial planning approach.

*Based on assets under advisement since 2004, Atlanta Business Chronicle.
**Integrated Financial Group was recognized as a Top Workplace based solely on surveys about the workplace completed by their employees.

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.

Securities offered through LPL Financial, Member FINRA/SIPC. Advisory Services offered through IFG Advisory, LLC, a registered investment advisor. Integrated Financial Group, Envision Wealth Partners and IFG Advisory, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: Florida, Georgia, Indiana, Maryland, Maine, Michigan, North Carolina, New Jersey, Ohio, Pennsylvania, South Carolina, Texas, Virginia, Washington.

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