Laurie Ingwersen
Partner Advisor
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Designations: CFP®, CRPC®, CDFA™, CEPA®, CBC
844-996-3300
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.”
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.”
“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, Allworth Partner Advisor
More About Laurie:
- Laurie loves traveling around the world with her family.
- She has four dogs: Sia, Brady, Copper, and Zeus.
- Outside of the office, Laurie enjoys playing both tennis and golf. She says she is good at tennis, and she is doing her best to improve her golf game.
- Aside from tennis and golf, Laurie is also addicted to working out.
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About Allworth
30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.
Then, as now, we believed we could do better. Because you—and your money—deserve better.
We place the needs of our clients first every single time, because when financial guidance is uncompromised by self-interest or distractions — and our success is dependent on your success — you get more than just advice. You get a financial ally for life.
97% of Clients Stay With Us2
23,000+ Clients
Best in Class Advisors
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Best in Class Ethics
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30 Years in Business
$19 billion AUM4
Top 100 RIA Firm
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