Larry Lytle
MBA · Certified Exit Planning Advisor CEPA · Chartered Advisor in Philanthropy · CFP
Virtual
In-Person
Specialties
About Me
In 2025 I was recognized by Money.
com as one of the top 80 Financial Advisors in the nation. We are a planning-first firm and use the plan as the driver in our ongoing relationships. We provide full financial services to a limited number of families. The base of the relationship starts with Financial Planning and Wealth Management. We will expand to include the top issues the family is facing. For some, that can be focusing on reducing taxes from a Capital event or high-income activities. For others we lean into the estate planning design to provide structure as the wealth passes along generations. And still others, it may involve navigating the path to international Visa and Citizenship. Additionally, I am a Chartered Advisor in Philanthropy (CAP), and have help successfully launch over 15 charitable organizations and structures. My firm is a family-run enterprise. My son is my business partner and we work on all our client base together as a team.
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Interests & Hobbies
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Credentials
MBA, Certified Exit Planning Advisor CEPA, Chartered Advisor in Philanthropy, CFP
Chartered Designations
What do these credentials mean?
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Disclosures
Wiser Advisor Group ("WAG") is a Registered Investment Adviser ("RIA"). Registration as an investment adviser does not imply a certain level of skill or training, and the contents of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. The information on this website is for general information only. It does not constitute investment advice, or advice on tax or legal matters. Investment advice will only be given after a client engages our services by executing the appropriate investment services agreement and shall be subject to the terms and conditions therein. WAG renders individualized responses to persons in a particular state only after complying with the state's regulatory requirements, or pursuant to an applicable state exemption or exclusion. All investments carry risk, and no investment strategy can guarantee a profit from loss of capital. The registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.