All To Flourish.

Leading our Colleagues, clients & Community towards a brighter financial future.

Larson Logo
Client Photo
Lance & Christine P.
Advisory Services
Larson Clients since 2016
Client Photo
Alec McDaniel
Business Analyst
Larson Team since 2020
Client Photo
Stephanie D. and Zain T.
Advisory Services
Larson Clients since 2018
Client Photo
David B.
Advisory Services
Larson Client since 2013
Client Photo
Chrissy Casey
Office Manager
Larson Team since 2020

You Got Here.

Larson Will Get You There.

Larson is a financial firm built around a deeply aligned family of financial service companies, providing a comprehensive network of resources that empower our colleagues, clients, and communities to flourish.

You Can Trust

The Numbers

Our 2030 Goal


Clients, colleagues, & communities flourishing

Our Holdings

$5.5 B

Under management 

Our Giving

$6 M+

Donated to communities around the world

explore the heart of

Who We Are

  • Mission: Empowering All to Flourish
    Larson Financial Holdings exists to Empower All To Flourish and we believe that is best done by focusing on our Colleagues, Clients and Communities by being a one-stop resource for them in all areas of their financial lives. We recognize the complexities that face investors, so we have created a platform that supports over 200 Advisors across 30 states with over $4.6 billion in assets under management and are one of the fastest growing integrated financial companies in the country. 
  • Vision: One-Stop Financial Resource
    Since we were established in 2006, we have been striving to provide comprehensive financial planning and sophisticated investment advice to our clients and business owners.  We are continually adding to the services we provide because we believe we can best meet our client’s financial goals by offering everything under one roof. Their time is important so providing a one-stop financial resource just makes sense.  
  • Culture: Goal-Oriented, Servant-Leaders with a Warrior Spirit
    This is the heart of who we are. It is our belief that good business practices are clearly defined for us by principles of integrity, service, hope, and love.  We strive to live out those principles in order to accomplish our mission of ‘Empowering All to Flourish.’  By taking care of our advisors, employees, and partners, we believe this will overflow and enhance our clients’ experience so they too may flourish.

Who We Serve

At Larson, we provide an entire suite of financial services to all types of clients. So, no matter who you are or what stage of the financial journey you’re in, we have a knowledgable team that can assist in achieving your financial goals.

Doctors Doctors

Larson was founded in 2006 and our reputation was built on providing financial planning services for doctors and other health care professionals.  Our client base as grown to include many other professions but those in the Health Care profession are still a core focus at Larson.

Family Offices and Institutions Family Offices and Institutions

At  Larson, we provide solutions for managers of family offices through our network of accountants, attorneys, wealth managers, insurance agents and private equity managing directors.  We are an extension for you as you seek to preserve and grow your family’s net worth for future generations.

Business Owners Business Owners

At Larson we understand the obstacles and daily struggles that business owners are confronted with.  We’re here to help.  We have the knowledge and expertise to do the heavy financial lifting so you can keep your business on the right track for success.

Retirees Retirees

Larson joined the Schwab Advisor Network and partners with Financial Consultants all over the country to bring their family of services to their clients and increase the overall value.

Financial Advisors Financial Advisors

At Larson, we have the in-house teams, technologies and platforms to help your business become a success and flourish.

Tenants Tenants

Part of our success lies in our Real Estate Portfolio.  This allows us the opportunity to lease out quality space in highly desirable markets to tenants all across the country. 

Accountants Accountants

The tax world is an important one to understand and must be navigated with the client’s unique financial situation in mind.  At Larson, we have a team of tax professionals and accountants who are dedicated in finding the right tax solution for each and every client.

Individual Investors Individual Investors

 Since its inception Larson has worked with thousands of clients, evaluating their portfolios and offering comprehensive analysis to best determine the right course of action for their unique financial dreams and goals.

Our Clients Most Trusted, One-Stop Financial Resource

“My favorite thing about working at Larson is that I don’t feel that I have had to choose between my career and my personal life. Thanks to Larson, I have the opportunity to thrive in both areas. Larson is comprised of incredible employees across all departments, with one common goal – to empower all to flourish.”

Lindsey Shannon
Portfolio Data Specialist


Testimonials provided by a current Larson employee. Employee was not compensated to provide testimonial.

“We have a similar philosophy towards finances and life in general; I rely on my Larson advisor’s advice to guide my financial decisions because I trust and respect him. I have already referred several friends and colleagues to him and will continue to do so.”

Stephanie D.
Larson Financial


Testimonials provided by a current client. Client was not compensated to provide testimonial.

“The Larson Foundation has left lasting marks upon Urban K-Life of St. Louis.  Their sincere partnership and resources to help develop and nurture urban youth have been genuine, invaluable, engaging, and effective.”

Dr. J. Sims
Operations Director – Urban K-Life of St. Louis


Testimonials provided by individuals in association with their organization. Individual was not compensated to provide testimonial.

Larson Financial provided my family with a great sense of peace and security as we embarked upon retirement. The team evaluated all aspects of our financial situation to make sure that every component (taxes, insurance, wills, trust, charity…) was covered.

The expertise that went into developing and pressure testing our individual financial plan is exceptional. We feel confident that our financial future is secure no matter what disaster the future might throw our way. “

Randy and Sue J
Larson Financial


Testimonials provided by a current client. Client was not compensated to provide testimonial.

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