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Empowering 100,000
Families to Flourish
Our mission to see 100,000 families, colleagues, and communities thriving by 2030.
LARSON’S VISION
Empowering All to Flourish
At Larson, flourishing means more than financial growth — it’s about helping families, colleagues, clients, and communities live with purpose, security, and love. Our North Star is clear:
By 2030, we will see 100,000 families flourishing.
This goal reflects not just a number, but a movement toward whole-life well-being. It connects directly to Larson’s mission “to be our clients’ most trusted, one-stop financial resource” and our culture of goal-oriented, servant-leader, warrior-spirited values.
Why it Matters
Flourishing is the heartbeat of Larson — it’s how we measure success beyond numbers. As we grow toward 2030, each client relationship, every community effort, and all internal growth contributes to that 100,000-family milestone.
Together, we are One Larson — driven by love, guided by service, and determined to see lives changed for the better.
Flourishing is more than a word
Each letter represents a value that shapes how we show up every day. Together, they form the environment where people grow, ideas thrive, and meaningful work takes root.
F
Faith
L
Love
O
Opportunity
U
Unity
R
Respect
I
Impact
S
Safety
H
Hope
These aren’t abstract ideals. They’re the building blocks of how we operate, collaborate, and care for one another. When we embody them, flourishing becomes more than a word, it becomes the way we work.
What counts towards the 100,000?
At Larson, flourishing isn’t just an idea — it’s something we actively track. To reach our goal of helping 100,000 families, colleagues, clients, and communities thrive by 2030, we use four key indicators that reflect both financial health and human impact.
1. Clients and Their Families
We measure flourishing among our clients when they experience exceptional satisfaction and trust in our partnership.
Metric: A Net Promoter Score (NPS) above 60 — a benchmark that signals our clients feel genuinely supported and would confidently recommend Larson to others.
Meaning: When clients flourish, they’re not just meeting financial goals — they’re building lasting legacies.
2. Employees and Their Families
Flourishing starts within our own walls. We measure the well-being and engagement of every team member across all Larson affiliates.
Metric: Employee Satisfaction (ESAT) above 80, combined with average pay above the 50th percentile for our industry.
Meaning: When employees are empowered, fairly compensated, and fulfilled, they can better serve our clients and communities.
3. Charitable Organizations
A flourishing company gives back. We count the number of charitable organizations that Larson employees and the Larson Financial Foundation have supported through donations, volunteering, or partnerships.
Metric: Total number of organizations impacted.
Meaning: Each organization we touch extends the ripple of flourishing beyond our firm — creating stronger, healthier communities.
4. Warrior Impact Time (WIT)
We encourage our team to invest time in causes that matter. Warrior Impact Time tracks the total volunteer hours available to employees and the percentage of those hours actually used.
Metric: Total hours completed and aggregate days served over a 12-month period (TTM).
Meaning: True flourishing happens when we dedicate time, not just resources, to lifting others.
How are we doing?
31,018
CLIENTS and FAMILIES
966
COLLEAGUES
and FAMILIES
4,658
COMMUNITIES