Waller Financial Planning Group History

Decades of Experience

It is no coincidence that our firm shares its name with the founder, Larry Waller.

In 1969, Larry began his pursuit of a life-long career in financial services. Most of Larry’s early work focused around insurance planning and providing solutions to business owners. The passion to provide exemplary service inspired Larry to perfect his craft. While advancing his expertise, Larry became a credentialed advisor. As Larry’s expertise evolved, so did the needs of his clients. Thus, in 1985, Larry established Waller Financial Planning Group. The firm embodied the principles in which he lived his personal life: integrity, service, trust and dedication. These same values still personify our firm today.

Our firm began with the vision of one individual and has grown into a team of financial service professionals offering Financial Planning and Investment Management services. Waller Financial Planning Group has withstood the test of time through the values of our founder and the dedication of our staff. We are honored to serve our clients in the pursuit of their desired Lifestyle & Legacy Choices by Design℠.