Advisor Emeritus
Larry is the Advisor Emeritus at Archvest. Prior to joining Archvest, Larry was the Principal of Grossman Financial Management, which he established in 1997. He is a Certified Financial Planner™ practitioner. He has been professionally engaged in financial planning since 1983 and holds the degree of Master of Business Administration in Finance from the Wharton School (University of Pennsylvania) and earned undergraduate and graduate degrees in economics from, the University of California, Santa Barbara, and Johns Hopkins University, respectively. For many years, Larry taught financial planning in the professional financial planning programs at the University of California, Davis and Berkeley.
Larry is married and lives in Benicia. In his free time, Larry enjoys reading, hiking, traveling the world and volunteering. Larry has served in a wide variety of volunteer capacities, including financial management for non-profit organizations as well as serving for four years on the City of Benicia Finance Committee, serving as Chair 2013-2014.
We start by working together to develop a personalized investment plan for you. We then monitor that plan and update it as needed—keeping you informed from the start about the risks and potential reward. The strategies we embrace are grounded in long-term economic truths, adjusted for today’s market and your individual circumstances.
In our fiduciary obligation to put you first, we limit the number of clients we serve. That way, we’re available when you need us to listen, plan, guide, and even celebrate.
