Larry Jones, CPA/PFS, CGMA®

Senior Wealth Strategist

“I don’t focus only on what the markets are doing today but how are we making decisions that improve your quality of life and what makes you happy. It’s all about how we achieve happiness for our clients– what can I do to make those moments with your family meaningful.”

Larry Jones, Wealth Strategist

About Larry

Larry is a CPA and in addition holds the American Institute of Certified Public Accountants (AICPA’s) professional designations of personal finance specialist and certified global management accountant. He has helped clients navigate investment and financial planning complexities for more than 30 years. He advises business owners and executives in all areas of wealth planning, including education funding, business succession planning, executive compensation, retirement, estate planning, and wealth distribution and transfer.

Passionate about children and family welfare, Larry credits his grandparents for his purpose-driven and positive outlook. He’s committed to more than simply earning a few extra basis points for clients–his goal is to improve their quality of life because of his financial guidance.

Valuable Insights

  • Comprehensive financial planning
  • Estate planning
  • Wealth management
  • Tax planning
  • Business succession planning


  • BBA in accounting from University of Michigan - Flint
  • Adjunct professor, Oakland University School of Business Administration
  • American Institute of Certified Public Accountants
  • AICPA’s Personal Financial Specialist
  • AICPA’s Chartered Global Management Accountant

More from Larry Jones, CPA

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