Laurent Metzler
Larry Metzler serves as President of Apogee Financial Services Group, Inc., and Innovative Retirement Solutions, LLC, while also founding Metzler Law, LLC, all based in Moorestown, New Jersey. Specializing in financial planning, estate planning, retirement planning, and related areas, Larry draws on over four decades of experience. Previously, he held roles as a fee-only executive financial counselor at PNC Corporation and Wilmington Trust Company, crafting tailored financial, tax, and estate plans for senior-level executives.
In 1983, Larry founded Apogee Financial Services Group, Inc., a fee-based financial planning, investment, and insurance advisory firm, followed shortly by the establishment of Metzler Law, LLC. Dissatisfied with traditional planning methods, he pioneered the innovative "Life Plan" ®, integrating legal, insurance, financial, and estate planning to provide holistic client support. Through features like the "Life Plan" Membership Program, Larry ensures clients' short-term protection and long-term financial security, aiming to facilitate comfortable retirement and the preservation of wealth across generations.
Larry holds a Bachelor of Science in Management and Accounting from Rutgers University and a Juris Doctor from Temple University School of Law. Admitted to practice in New Jersey and Pennsylvania, he actively contributes to professional associations and advocates for financial education. Larry's commitment extends to community service, notably as The Society for Financial Awareness (SOFA) Chapter President for Burlington and Camden Counties, New Jersey. Outside of his professional endeavors, Larry's roots remain firmly planted in southern New Jersey, aside from his military service with the 380th Bomb Wing, 8th Air Force, SAC.
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