Laurie Ingwersen

Partner Advisor

CFP®, CRPC®, CDFA®, CBC®, CEPA®

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Laurie Ingwersen, CFP®, is a partner-advisor in Allworth Financial’s Waltham, Massachusetts, office. The former managing partner and senior wealth advisor at The Harvest Group, which joined Allworth in 2023, Laurie’s approach to advising emphasizes helping individuals and families preserve wealth, set clearly defined goals, and achieve short- and long-term financial objectives. Having earned numerous industry credentials, Laurie, the daughter of The Harvest Group founder, Roger Ingwersen, brings over 23-years of financial sector experience to her work with clients. “I’m a highly analytical thinker, but I also understand that we can all get emotional about money,” she said. “It is my job to utilize the positive effects of emotion for goal setting and planning, but to help remove the reactive influences of emotion on financial decision making so that my clients can achieve independence and prosperity.”

  • CERTIFIED FINANCIAL PLANNERTM (CFP®)

  • Chartered Retirement Planning Counselor (CRPC®)

  • Certified Divorce Financial Analyst (CDFA®)

  • Cash Balance Consultant (CBC)

  • Certified Exit Planning Advisor (CEPA)

Many of my clients are hard workers and high earners who have saved diligently, spent conservatively, and are now looking for someone who can help them transform what they have into their desired retirement lifestyle. People often come to me about five to 15 years out from retirement, but others have reached out for assistance during a divorce, after receiving an inheritance, during the sale of their business, or in the face of another major financial event or windfall. It is also common that I am asked to take the lead in coordinating with their other professionals, including CPAs and estate attorneys.

My father was a financial advisor who introduced to the impact proactive planning can have on people’s lives at a very early age. At the same time, I also watched my mother struggle to make the right, forward-focused decisions after divorce—which ultimately led her to a life of financial insecurity. Forever moved by the sacrifices she made for us, I want to honor her by helping others avoid some of the mistakes she made. Now as a passionate financial professional myself, I strive to help others make sound financial decisions that expertly balance their priorities today and their future needs.

Laurie Ingwersen
I enjoy working with my clients to help make their financial goals a reality and their lives less stressful.  I want to be viewed as their partner when making any financial decision.
Laurie Ingwersen, Partner Advisor

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