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A Mental Health Approach to Managing Money
Wealth doesn’t eliminate financial stress. Learn how a mental health approach to managing money can support long-term financial well-being.
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DWOQ + Larson
A message from Brandon Barfield “SLP’s goal is to build a financial bridge from graduation to practice. Our partners at Larson take the next step to help clients create a financial plan that takes them through retirement. What separates Larson’s advisors from other firms is understanding of contract language, their dedication to protecting a client’s … Continued
Lent and Financial Flourishing
Learn what Lent is and how a 40-day reset can improve discipline and long-term financial flourishing, even if you’re not religious.
Michaela Speer
Wealth Advisor Michaela Speer graduated from Wayne State College with a Bachelor of Science in Finance. While at Wayne she was a four-year starter for their nationally ranked volleyball team, which made an appearance in the Final Four. Michaela holds her Certified Financial Planning® (CFP®) and Charted Financial Consultant® (ChFC®) designations, is registered with the Securities … Continued
Tavus Landing Page
Larson Capital Opportunity Zone Fund IV (“LCOZ IV”) is a qualified opportunity zone fund that will invest in a diverse set of properties located in various opportunity zones throughout the U.S., including Knoxville, TN; Phoenix, AZ; and Charlotte, NC. This fund is intended as a long-term investment in order to defer taxes on capital gains. … Continued
Estate & Trust Tax Services
We Understand Fiduciary Tax Laws Our tax and accounting professionals have many years of experience helping clients just like you. We work closely with investment advisors, attorneys, and other financial professionals so that we are able to develop a long-term estate plan that meets the individual needs of every client. We also stay current on … Continued
Larson Financial Holdings acquires St. Charles-based CPA firm
From St. Louis Business Journal The latest acquisition by fast-growing Larson Financial Holdings is a St. Charles-based certified public accounting firm. Terms of the purchase of T.A. Ohlms LLC were not disclosed. Paul Larson, CEO of St. Louis-based Larson Financial, said the company began to look at bringing accounting firms in-house about two years ago. … Continued