Larry Boggs, MBA

Larry Boggs, MBA

President & Founder

(301) 798-5109 – EmailLinkedIn

– Series 1, Series 4, Series 12, Series 31, Series 63, Series 65

– University of Maryland, Frostburg State University (MBA)

With over 45 years of financial services experience, Larry serves a select group of families and businesses who are busy with other aspects of their life and the management of their careers or businesses. Whether client's objective is to build additional wealth, preserve what they’ve earned, pass it along to future generations, or a combination of these, Larry takes the time to listen to client's needs and create a comprehensive wealth management plan to help them pursue those goals.

Away from the office, Larry is the Chairman of the Investment Committee for the Endowment Fund and the Operating Fund for the University System of Maryland Foundation Board, a member of the Western Maryland Health Systems Foundation Board, and the Treasurer of The League that supports special needs children. Larry and his wife, Debbie have been married for over 40 years. They have three daughters, Mirjhana, Dagenais, and Koosie, and they are fortunate to have all of them as part of the team. They also have three wonderful grandsons that they spend as much time with as possible. One of them, Trey, is autistic, which has made Larry deeply involved in the autism community.


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

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

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Wealth management strategies to grow preserve and transfer wealth.

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