Lauren Pearson, CFP®
Women & Wealth | Multi-Generational Planning
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Serving Clients Nationwide
Women & Wealth | Multi-Generational Planning
Areas of Focus
- Coaching
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Lauren Pearson, CFP®
Lauren Pearson is the founding partner and Managing Director of Somerset Advisory, an independent wealth management firm built to serve the complex needs of multigenerational families, entrepreneurs, and executives.Over nearly two decades, Lauren has led Somerset’s evolution from a regional advisory practice into a multi-office firm distinguished by its research-driven process, client alignment, and disciplined growth. A CERTIFIED FINANCIAL PLANNER® professional, she combines deep technical acumen with a strategic understanding of human dynamics, guiding both clients and teams through transition, succession, and stewardship.
Lauren’s leadership reflects a long-view philosophy: lasting firms are built on clarity, trust, and execution. Under her direction, Somerset has developed the CLARITIES framework, a planning process that integrates cash flow, asset allocation, tax, and estate considerations with the broader goals of family legacy and impact.
A recognized voice in women’s wealth and advisor development, Lauren also co-founded The Wealth Edit, a national education platform for women seeking to grow financial confidence and community.
At her core, Lauren leads with conviction that advisory work, when done well, is an act of stewardship — a partnership that honors both the human and the financial dimensions of wealth.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
121 South Main Street Unit A, Gordonsville, VA 22942
Additional Locations
📍 2231 20th Ave South Suite 200, Birmingham, AL 35223
📍 3 Celadon Drive Suite B2, Beaufort, SC 29907
Meeting Options
- Video Conference
- In-Person
- Phone
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Somerset Advisory
As a boutique fiduciary, Somerset Advisory is dedicated to your complete success. To us, this means understanding who you are, what type of life you are seeking to create, and then aligning every aspect of your financial world towards that vision.In light of your goals, we build a living financial plan and design a custom portfolio for you. Our desire is to build a relationship with you that will last many seasons. As we begin to understand you better, we are able to pair our planning and investing techniques with your objectives. This is as much of an art as it is a science.
We are required and committed to putting your interests above and before our own. You will often hear us say that “we are paid to tell the truth.” Providing you with clear advice and guidance is a core value.
Our three offices are located in Birmingham, AL, Beaufort, SC, and Charlottesville, VA. In addition, we are often on video meetings with clients across the country and are happy to travel to you in-person when appropriate.
As a fee-only advisory firm we do not receive a sales commission or incentive on any investment we recommend. We do charge a flat fee on assets under management. To learn more, please request a copy of our pricing guide.
Investment advisory services offered through Indivisible Partners, LLC, a federally registered investment advisor. Content posted is for informational purposes only and does not constitute investment advice, an offer, or a recommendation to buy or sell any security. All investments involve risk, including possible loss of principal. Past performance is not indicative of future results. You should consult your attorney and/or tax professional regarding your individual situation.
Education
The University of Georgia, Bachelor of Arts (B.A.), Journalism
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Gen X
- Intergenerational Families
- Living in Retirement
- Women’s Finance
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FAQs
FAQ Disclosures
Investment advisory services are offered through Indivisible Partners, LLC, a federally registered investment advisor.
