Our Qualifications

Lawrence R. Roberson founded Wealth Management Group, Inc.(WMG) in 1985, less than two years after leaving a corporate management position with a major automotive manufacturer. In 1986 he received the professional designation of Certified Financial Planner (CFP) from the College for Financial Planning in Denver. In 2000 he received an additional designation (CSA) Certified Senior Advisor. Mr. Roberson has a MBA (Master's in Business Administration) degree from Indiana University. He is also a Securities Representative with a Series 7 securities license and an insurance license for Variable products. A past member of the International Association for Financial Planning. Mr Roberson is a well-known and respected speaker on a wide range of financial subjects. He also conducts financial workshops throughout the year that help people understand the financial planning process and make better financial decisions. Wealth Management Group, Inc. is registered as a Registered Investment Advisor (RIA) with The Corpration, Securities and Land Development Bureau of the State of Michigan. The RIA status permits WMG to also provide fee-based planning by using no-load and low-load mutual funds. WMG is a full service, one-stop financial planning & money management firm.