Contact
lpeery@magnoliapw.com
+1 57 1477 1375
1845 Walnut St., Suite 1601 Philadelphia, PA 19103

Larry G. Peery, II

Managing Partner

Larry Peery is a Managing Partner and leads the investment committee of the firm. He has served high-net-worth and ultra-high-net worth clients in the wealth management industry since 2004. With substantial experience in Alternative Investments and Private Markets, he has deployed capital for clients globally in Private Equity, Private Credit, and Private Real Estate. An industry advocate for consumer and advisor education, he is a regular contributor to conferences and events hosted by global asset managers and industry trade organizations. He founded Cavria Advisors, an independent RIA, in 2017 after starting his career at Lincoln Financial Group. He earned a B.A. in Business with Minors in Finance and Economics from King University.

Insights

In recent years, many employees have been presented with offers by their employer or former employer for a lump sum pension distribution. This irrevocable decision should not be taken lightly, and careful analysis should be performed.