Larry A. Lyday

CLU®, ChFC®, AIF®, PPC

Larry has been in the financial services industry for over 30 years. He founded Executive Financial, which became Harbour Wealth Partners, in 1985. He is a Chartered Financial Consultant and Accredited Investment Fiduciary Designee.

He was named a 5 Star Wealth Manager, Best in Client Satisfaction by Indianapolis Monthly magazine.*

He leads the Retirement Plan Team for HWP as well as advising individual clients regarding wealth management issues.

As part of LPL Financial’s Retirement Plan Consulting Program, he advises retirement plan sponsors and provides robust fiduciary support to help promote successful retirement outcomes for both plan sponsors and their participants.

Through LPL Financial, we offer the unique Worksite Financial Solutions program, which goes beyond basic retirement plan education. It is designed to provide an ongoing overall “Financial Wellness” strategy, where the goal is to help attract and retain top employee talent, including one-on-one participant advice.

Larry utilizes a fee-based approach offered through LPL Financial for both individual and corporate clients. This allows for truly unbiased advice not influenced by commissions or proprietary investment products. The goal for the advisor is the same as for the investor – generate the best results possible. This facilitates an atmosphere of trust between the client and the advisor.

Larry has taught hundreds of hours of continuing education to attorneys and CPA’s.

Some industry and community positions Larry has held:
  • President-elect Indianapolis Estate Planning Council
  • President Indianapolis Association of Life Underwriters
  • Board Member International Association for Financial Planning
  • Board Member Indianapolis Chapter of CLU and ChFC
  • Board Member Indiana Chapter for Prevention of Child Abuse
  • Board Member Arts Indiana
  • Member Indiana University School of Medicine Planned Giving Committee
  • Planned Giving Group of Indiana

 

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012 Five Star Wealth Managers.

Larry.Lyday@livewellsleepwell.com
(317) 579-4844, Ext. 105

Check the background of this investment professional on FINRA’s BrokerCheck.

Compliance number: 1-279477

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. 

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC.  Financial Planning offered through Harbour Wealth Partners, a Registered Investment Advisor and separate entity from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:

AK, AL, CA, CT, FL, IA, IL, IN, KY, MA, ME, MI, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA

Registered as IAR in the following states:

IN, TX

Non registered products/Fixed Life insurance/ Fixed Annuities offered through Harbour Insurance Group independent of LPL Financial

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.