03 Larkfield Wealth Partners Book
Index

04 · Staff

Meet your fiduciary wealth advisers

Every household at Larkfield Wealth Partners is supported by credentialed planners, a portfolio strategist and tax-planning specialists working together, never siloed by commission sales quotas. From the managing principal to the director who handles custodial transfers, each adviser is introduced below.

Multidisciplinary credentials focused on long-term stewardship

  1. A drawn identity panel for the managing principal: a stepped head-and-shoulders figure reserved in white against a field of horizontal rules, with a centred plumb line through the head, beside a ruled document and a mark of two paired plan pages. 01 ROLE 01 MANAGING PRINCIPAL 320 x 400

    01

    Eleanor Marsh

    CFP®, CPWA® · Managing principal & senior wealth adviser

    Eleanor founded Larkfield Wealth Partners to give Madison families conflict-free fiduciary counsel, free of Wall Street product quotas. Holding both the CERTIFIED FINANCIAL PLANNER™ certification and the Certified Private Wealth Advisor (CPWA®) credential, with 17 years in advisory and NAPFA fee-only membership, she leads retirement income architecture, business-owner liquidity planning and multi-generational family reviews.

    Best contact reasonAsk for Eleanor when a retirement transition, a business sale or a family review needs one plan that ties everything together.

    Comprehensive financial planRetirement income strategy
  2. A drawn identity panel for the chief investment officer: the same stepped head-and-shoulders figure filled with an eight-unit horizontal hatch, one rule marked, beside a ruled document and a review calendar with a single date picked out. 02 ROLE 02 INVESTMENT OFFICER 320 x 400

    02

    Priya Raman

    CFA® · Chief investment officer & portfolio strategist

    Priya oversees investment committee research, portfolio construction and fixed-income management across all discretionary client accounts. Before joining the firm she spent a decade managing institutional endowments and high-net-worth separate accounts. A CFA® charterholder with an M.S. in Quantitative Finance, she concentrates on keeping fund expenses, tax drag and unnecessary portfolio turnover low.

    Best contact reasonAsk for Priya when the question is asset allocation, a Treasury or municipal bond ladder, or diversifying a concentrated position.

    Equity compensation planningPre-exit advisory
  3. A drawn identity panel for the tax and retirement adviser: the same stepped head-and-shoulders figure resolved into sixteen-unit modules, three of them marked, beside a ruled document and a message block with a reply mark. 03 ROLE 03 TAX AND RETIREMENT 320 x 400

    03

    Daniel Okafor

    CPA/PFS, CFP® · Senior tax & retirement planning adviser

    Because taxes are often the largest single expense a household faces in peak earning years and early retirement, Daniel reviews every advisory client's tax return line by line. Holding both the AICPA Personal Financial Specialist (CPA/PFS) and CFP® designations, he models equity-compensation exercises, multi-year Roth conversion schedules and charitable stock gifting alongside the client's tax preparer.

    Best contact reasonAsk for Daniel when RSU or ISO taxation, a Roth conversion or the order of retirement withdrawals is the open question.

    Ongoing wealth managementComprehensive financial plan
  4. A drawn identity panel for the client operations director: the same stepped head-and-shoulders figure as a solid silhouette with the module grid knocked back out of it, beside a ruled document and a checked list. 04 ROLE 04 CLIENT OPERATIONS 320 x 400

    04

    Thomas Reyes

    CFP® · Director of client operations & estate coordination

    Thomas makes sure complex financial plans turn into real-world execution. A CFP® professional and Series 65 fiduciary adviser with nine years in RIA custodial administration, he manages account transfers without unintended tax events, coordinates beneficiary and revocable trust registrations directly with client estate attorneys, and handles Required Minimum Distributions and charitable transfers accurately.

    Best contact reasonAsk for Thomas when an account transfer, a trust registration or a Qualified Charitable Distribution needs to be carried out.

    Estate, trust & charitable givingOngoing wealth management

05 · Contact

Ask for an adviser by name

Add a name to the contact form message. The firm confirms who is available for that engagement and will say plainly if a colleague is the better fit.

Book Send an enquiry

Or write to hello@larkfieldwealth.example and the firm replies Monday to Friday, 9:00 AM to 6:00 PM.

This is a demo design, not a real business.Make this design yours for $499 with EZWebee.
What the price includes
The price includes 5 hours of extra work to change the colours, the font family and the font size, add or remove pictures and paragraphs, and add visual effects and other tweaks. The design is 100% finished before anything is paid. Guaranteed.