Waller Financial Planning Group History
Decades of Experience
It is no coincidence that our firm carries the name of its founder, Larry Waller.
In 1969, Larry began his career in financial services with a focus on insurance planning and providing solutions for business owners. From the very beginning, he was driven by a commitment to serve clients with care, integrity, and a high standard of professionalism. That passion led him to continually refine his expertise and pursue advanced credentials as the needs of his clients evolved.
Recognizing the growing complexity of financial decision-making, Larry founded Waller Financial Planning Group in 1985. The firm was built on the same principles that guided his personal and professional life—integrity, service, trust, and dedication. These values continue to define who we are today.
What began as the vision of one individual has grown into a team of experienced professionals dedicated to delivering comprehensive financial planning and investment management. Over the decades, Waller Financial Planning Group has remained grounded in its founding principles while evolving to meet the changing needs of the families we serve.
Today, we are honored to carry forward Larry’s legacy—helping clients make thoughtful decisions and pursue their desired Lifestyle & Legacies by Design.
