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Laurie Ingwersen

Partner Advisor

Designations: CFP®, CRPC®, CDFA®, CBC®, CEPA®

  844-996-3300

  Waltham, MA

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.”

Education and Certifications

  • CERTIFIED FINANCIAL PLANNERTM (CFP®)
  • Chartered Retirement Planning Counselor (CRPC®)
  • Certified Divorce Financial Analyst (CDFA®)
  • Cash Balance Consultant (CBC)
  • Certified Exit Planning Advisor (CEPA)

Who I Best Work With

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.

What Guides My Approach

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, 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

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FEATURED:

Purchasing a Vacation Home: Balancing Dreams with Retirement Goals

Planning to buy a vacation home to enjoy during retirement? Learn the critical considerations you must think through before you even start exploring properties.

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

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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.

With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.

Because when financial guidance comes with a commitment to put your needs first — 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

25,000+ Clients

Best Financial Advisory Firms

USA Today8

14th Ranked RIA

Barron's1

30 Years in Business

$22.5 billion AUM4

Best in Class Ethics

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