Founded in 1985, Larsen Wurzel & Associates, Inc. is a US Securities and Exchange Commission (SEC) registered investment adviser based in Portland, Maine. The firm provides comprehensive, fee-only financial planning and investment management services to individuals, families, and trusts. As a fiduciary, their mission is to offer objective, personalized financial guidance without the conflicts of interest associated with commissions, focusing on services like retirement planning, estate planning, and tax strategies to help clients achieve their long-term financial goals.

Founded in

United States