Lawrence A. Fleming

Larry became part of The Olin Financial Group in August 2013 with a deep understanding that Retirement Planning involves much more than simply managing one’s investments. Prior to a mid-life transition into the Financial Services industry, Larry’s earlier career was spent working with Fortune 500 executives on large scale projects where the skills of active listening, developing requirements, planning, budget management and execution of plans were at a premium. Those skills, plus the ability to establish long-term trusting relationships have served Larry well in his role within The Olin Financial Group. Larry chose to join The Olin Financial Group due to “their deep focus on listening to clients and helping them to develop a plan to manage their total retirement income and wealth picture.” Larry has been selected for the Five Star Wealth Manager* award the past nine years: 2015-2023.

Larry holds a B.A. from Eastern Illinois University; supports the American Institute for Cancer Research, The Semper Fi Fund, The Wounded Warrior Project and Teen Challenge Addiction Rescue. Larry lives in Danville with his wife of over 25 years, Sheila. They have two adult children, son Ted a 2021 graduate of Auburn University now living in Atlanta GA and daughter Christina, a 2023 graduate of Colorado State University.

*The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one clients’ experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com.

2015 - 2,261 East Bay Area wealth managers were considered for the award; 183 (9% of candidates) were named Five Star Wealth Managers.
2016 - 948 East Bay Area wealth managers were considered for the award; 182 (20% of candidates) were named Five Star Wealth Managers.
2017 - 1,049 East Bay Area wealth managers were considered for the award; 95 (9% of candidates) were named Five Star Wealth Managers.
2018 - 1,397 East Bay Area wealth managers were considered for the award; 113 (8% of candidates) were named Five Star Wealth Managers.
2019 - 1,340 East Bay area wealth managers were considered for the award; 104 (8% of candidates) were named Five Star Wealth Managers.
2020 - 1,260 East Bay area wealth managers were considered for the award; 88 (7% of candidates) were named Five Star Wealth Managers.
2021 - 1,413 East Bay area wealth managers were considered for the award; 89 (6% of candidates) were named Five Star Wealth Managers.
2022 - 1,155 East Bay area wealth Managers were considered for the award; 90 (8% of candidates) were named Five Star Wealth Managers.
2023 - 1,291 East Bay area wealth managers were considered for the award; 87 (7% of candidates) were named Five Star Wealth Managers.