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

Accreditations

  • 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

Recent Articles

Wealth Planning
Read Time: 4 Min
What are HSAs and how do they work?
A health savings account is more than just a savings tool for medical expenses. Though they’re only available to those enrolled in an employer’s high-deductible health plan, the many tax advantages may be a good option if available for your family.
October 07, 2024
Risk Management
Read Time: 5 Min
Life and disability insurance could strengthen business continuity and transitions
A business transition plan is only as good as the laptop it was created on (if that), unless it includes risk mitigation tools, like life and disability insurance. Incorporating such tools in a plan may allow owners to prepare for–and even to a degree–control the future of their business.
August 26, 2024
Retirement
Read Time: 4 Min
Understanding required minimum distributions
If approaching retirement or already there, understanding recent changes to required distributions from certain accounts might save you money and frustration.
January 11, 2024
Estate Planning
Read Time: 4 Min
Get ahead: Gift and estate tax exemptions sunset
Some estate, gift, and other tax cut regulations that could impact you and your family will expire soon. Those highest income earners who act soon could avoid the top rate that will rise to 39.6%.
March 01, 2024
Retirement
Read Time: 3 Min
Social Security considerations for business owners (and employees)
Many Social Security benefits that employed individuals enjoy are available to business owners. But there are some details owners should be aware of, particularly regarding paying into Social Security for their employees and themselves.
October 07, 2024
Retirement
Read Time: 4 Min
Translate good times into a better retirement
When your income spikes, taxes, and other consequences may also rise, affecting your future plans in unexpected ways.
September 20, 2023
Retirement
Read Time: 3 Min
Retirement planning reality check
Only a careful analysis of your needs, and your risks, will show whether your savings are currently on track.
May 08, 2023
Succession Planning
Read Time: 6 Min
Family business transition: What to consider
Keeping a business in the family requires a succession plan that structures the ownership transfer and can be created with the aid of your Huntington Private Bank team.
June 12, 2023

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