Wherever you are in your financial journey, Laury Wealth Management is here to help.
At Laury Wealth Management, we don’t just run the numbers — we build relationships. We serve individuals, families, and small business owners nationwide. We are located in Montgomery County, PA but we’re with you wherever you go! We have one goal in mind: to help you live life on your terms, with financial clarity and confidence.
Whether you’re a physician planning for retirement, a pro athlete building long-term security, or a growing family juggling today’s needs with tomorrow’s dreams — we’re here to guide you with strategy, honesty, and purpose.
This isn’t one-size-fits-all advice. It’s a personalized roadmap designed around your goals, risk tolerance, and lifestyle. We help you cut through the noise, stay grounded during uncertainty, and make decisions that move you forward — year after year.
We Go On Offense:
Cash flow management, investment planning, holistic asset allocation, distribution strategies, etc.
We Play Defense:
Risk management, estate planning, “what-if” retirement planning, etc.
We Bring In Special Teams:
Tax planning, group benefits, coordination with accounting/legal/other partners, etc.
Protection isn’t optional — it’s essential. We help you safeguard what matters with a full suite of insurance and income protection strategies:
Life Insurance (Term, Whole, Universal, Variable)
Disability Income Insurance
Long-Term Care Planning
Business Continuation Protection
Fixed and Indexed Annuities
We build diversified portfolios designed to grow and preserve wealth over time. Whether you're planning for retirement or saving for college, we focus on tax-efficient strategies and long-term results:
Individual Retirement Plans (Traditional and Roth IRAs)
Business Retirement Plans (401(k)s, PEPs, Simple & SEP IRAs)
Brokerage Accounts
529 Education Planning
Multigenerational Wealth Transfer
Variable Annuities
We’re not for everyone — and that’s intentional. We focus on those we serve best:
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With deep local roots in Radnor, PA, while serving the entire country, and a sharp eye on the future, we combine small-firm service with big-firm expertise. We cut through complexity and help you make smart, forward-thinking decisions — without pressure or jargon.
At Laury Wealth Management, we combine the resources of a national firm with the personalized service of a local advisor you can trust. As your wealth grows, so do the opportunities — and the decisions that come with them. That’s why our team provides a truly comprehensive approach, aligning every aspect of your financial life under one roof. From investment management and tax strategy to estate and retirement planning, our family office model ensures you receive white-glove guidance, proactive advice, and access to exclusive financial opportunities designed to help you build, preserve, and enjoy your wealth with confidence.
Our advisors bring decades of combined experience helping clients navigate complex financial landscapes. From market shifts to life milestones, we’ve guided individuals, families, and business owners through every stage with clarity, confidence, and care.
Rooted right here in the community, Laury Wealth Management understands the local economy, values, and families we serve. Our clients aren’t just numbers — they’re neighbors, business owners, and friends. You’ll always have a direct line to your advisor, not a call center.
We believe financial advice should be straightforward and honest. Our transparent, no-hidden-fee structure means you always know exactly what you’re paying for.
At Laury Wealth Management, we believe lasting success starts with a genuine relationship. Get in touch today to discuss your goals, your challenges, and how we can help you turn your financial vision into reality.