OWEN LARUE FINANCIAL GROUP: Your Trusted Financial Expert
Owen Larue Financial Group is a leading financial services firm that prides itself on providing expert and personalized financial advice to its clients. With a team of experienced advisors and a wide range of services, OWEN LARUE FINANCIAL GROUP is your trusted partner in achieving financial success.
How does Owen Larue Financial Group Help Clients? – Key Takeaways:
- Provides personalized and comprehensive financial planning to help clients achieve their financial goals.
- Offers a wide range of financial services, including investment management, retirement planning, and estate planning.
- Uses a client-first approach, taking the time to understand each individual’s unique financial situation.
- Employs a team of expert financial advisors with years of experience in the industry.
- Advisors stay up-to-date on the ever-changing market and economic conditions to provide the best possible advice to clients.
Facts and Insights
As of the latest publicly available data, here are some key numbers that showcase OWEN LARUE FINANCIAL GROUP’s success:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 20+ |
| Time in Business: | 25+ years |
Financial Services Offered
OWEN LARUE FINANCIAL GROUP offers a comprehensive range of financial services to meet the diverse needs of its clients. Some of the services offered include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Education Planning
Client Types
OWEN LARUE FINANCIAL GROUP works with a diverse group of clients, including:
- Individuals and families
- High net worth individuals
- Small business owners
- Corporate executives
- Retirees
- Charitable organizations
Fees & Compensation
OWEN LARUE FINANCIAL GROUP is committed to transparency when it comes to fees and compensation. Clients will know exactly what they are paying for and how much they are paying. The firm’s fees are based on a percentage of assets under management, and advisors do not receive any commissions or incentives for recommending specific products or services. This ensures that advisors are always acting in their clients’ best interests.
Background
OWEN LARUE FINANCIAL GROUP was founded in 1995 by Owen Larue, a financial expert with over 30 years of experience. Larue’s vision was to create a firm that would provide personalized and comprehensive financial planning services to help clients achieve their financial goals. Since its inception, the firm has grown to become one of the most reputable and successful financial services firms in the industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, OWEN LARUE FINANCIAL GROUP is required to disclose any potential conflicts of interest to clients. These disclosures can be found in the firm’s Form ADV, which is available upon request. The firm is committed to maintaining the highest standards of ethics and always puts the interests of its clients first.