Larry Boggs, MBA

Larry Boggs, MBA

President & Founder

(301) 798-5109 – EmailLinkedIn

LICENSE(S):
– Series 1, Series 4, Series 12, Series 31, Series 63, Series 65

EDUCATION:
– University of Maryland, Frostburg State University (MBA)

With more than 50 years of experience in financial services, Larry partners with a select group of families and business owners who want to focus on their careers and lives while entrusting their wealth management to a seasoned professional. Whether the goal is to build wealth, preserve hard-earned assets, create a lasting legacy, or work toward achieving a combination of these, Larry takes the time to truly understand each client’s priorities and crafts comprehensive strategies designed to help them pursue their objectives with confidence.

Outside the office, Larry is deeply committed to his community. He is a member of the University System of Maryland Foundation, and acts as Treasurer for The League, an organization supporting children with special needs. He previously served as Chairman of the Investment Committee for both the Endowment Fund and Operating Fund of the University System of Maryland Foundation Board.

Larry and his wife, Debbie, have been married for over 45 years and are proud parents to three daughters—Mirjhana, Dagenais, and Koosie—who are all part of the team. They also cherish time with their three grandsons, Liam, Carder, and Trey, who is autistic and has inspired Larry’s active involvement in the autism community.

OUR TEAM

Offering our clients sophisticated wealth management strategies to manage, preserve and transfer generational wealth.

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OUR SERVICE

We offer personalized advice for every phase of your life and guide you as you navigate your financial roadmap.

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Contact Us Today

Contact Us Today

Wealth management strategies to manage, preserve and transfer wealth.