Larry Werbel

Larry Werbel

Larry Werbel - Five Star Wealth Manager in Ohio

About Larry Werbel

An experienced wealth management professional, Larry Werbel is the owner and managing partner of Evolution Partners Wealth Management, LLC, in Chagrin Falls, Ohio. Founded in 2010, his company operates as an independent registered investment advisor (RIA) and currently manages approximately $40 million in retirement plan assets, IRAs, or other assets. In addition to wealth management, he offers personalized estate-planning services to his clients. Larry Werbel’s recent accolades include recognition in 2013 and 2014 by Inside Business and Cleveland Magazine as a Five Star Wealth Manager, a designation reserved for the top 2% of wealth managers in Cleveland.

Educated at Indiana University, Larry Werbel earned his bachelor of science in 1970. Beyond his professional interests, he stays active in his community through volunteer and charitable activities. He previously served on the board of directors of Barrington Golf Club and as treasurer of the Solon Oh athletic boosters. He also has helped to raise significant funds through cancer research through the Brian Werbel Memorial Fund. Further, he enjoys supporting local sports teams, especially the Cleveland Browns and the Cavaliers.

Work History

Work History

Founder, Managing Member

Evolution Partners Wealth Management LLC

Larry is a founder and managing member of Evolution Partners Wealth Management LLC, a registered investment advisory firm specializing in financial planning and money management for high net worth individuals and business distribution planning.  Larry has more than 40 years of experience in the financial services industry and his areas of expertise are as follows: estate, gift and tax planning, wealth creation and preservation, and benefits planning and is a registered principal.

Education

Education

BS

Indiana University