strategic partnerships

Build What’s Next
with More Freedom.

A Strategic Partnership for Advisory Firms Ready to Scale, Simplify, or Transition.

Page Topics

Why Choose Larson
Partnership Benefits
Next Generation Support
Succession Planning
Our Step-by-Step Process
Meet Alex Brockman

Owning an advisory firm is rewarding. But it can also be heavy.

Clients rely on you. Your team looks to you. The decisions never stop.

At Larson Financial, we partner with independent advisory firms who want more support and more clarity about what comes next. To some that means continued growth or operational relief, whereas to others it means changing leadership or creating a succession plan.

Whichever path brings you here, the goal is the same: a future that flourishes for you, your team, and your clients.

Why Advisors Choose Larson

We work with established advisory firms and teams who are navigating one (or more) of these realities:

Growth opportunities exist but infrastructure, staffing, or risk is holding you back

You’re spending too much time running the business and not enough time advising

Next-generation advisors are strong, but ownership and leadership paths are unclear

You want to reduce personal liability without sacrificing income or influence

Succession is on the horizon or simply something you don’t want to leave unresolved

If any of that resonates, let’s have a conversation.

start a conversation

This is What
Our Partners
Are Saying…

“Larson has a robust investment and insurance platform that has allowed us to diversify the solutions we offer to our clients. Leveraging the back office support for H&R, Accounting and I.T. has simplified my life tremendously. I can honestly say that change is not easy. Just like any relationship you’ll experience of the romance during the initial discussions and signed LOI, then you’ll quickly face the challenges of transition, which beget the question, “why did I do this?” My simple answer: make the commitment, get it done, the integration is rewarding and it is absolutely worth it.”

Jonathan Krueger, CEPA

Partner, Director of Insurance

Disclosure

Testimonial provided by partner of Larson Financial. Individual was not compensated to provide testimonial.

“As a firm who recently merged with Larson Financial Group, I am proud to be a part of a company that prioritizes the needs of our clients and offers innovative solutions to the challenges they face. The focus on business growth, back-office support, and staff development has allowed me to better serve our clients and provide them with the highest level of service. One of the key benefits of merging with Larson is the access to their alternative investment and strategy teams. These teams are equipped with the knowledge and expertise necessary to solve problems that our clients face in a dynamically changing market. This has given us the ability to offer innovative solutions and help our clients navigate the challenges of today’s financial landscape. While the transition to any new systems presents some challenges, the support provided by Larson has been unwavering. Their commitment to our shared goal of putting clients first is evident in the resources and guidance they have provided during the transition.”

Alex Davis

Partner, Financial Advisor

Disclosure

Testimonial provided by partner of Larson Financial. Individual was not compensated to provide testimonial.

“Joining the Larson family was a huge decision for me, because my intention was to create our own version of the same kind of operation. What I came to find out was, there is so much more underneath the hood than I expected. What I’ve learned in a very short amount of time since merging is that we should’ve pursue this five years ago. All of the bottlenecks and limitations that plagued our ability to grow, Larson had the talent and the support to eliminate. We’ve been able to level up our conversations with clients to a degree that getting clients to do full planning with us now, is almost guaranteed because of all that is available. Our clients have dabbled in alternative investments and private equity here and there, but it wasn’t as readily accessible elsewhere as it is internally at Larson. Every asset accumulation and protection strategy is here and we no longer have to go with outside partners to fulfill our client needs. The bottom line is that I can live in my strengths completely, and pursue that which I am most passionate about with my clients and the industry.”

Justin Nabity, CFP®, CLU®, CHFC®

Partner, Thrive Founder and CEO

Disclosure

Testimonial provided by partner of Larson Financial. Individual was not compensated to provide testimonial.

Why Partner with Larson

Our philosophy is rooted in alignment, transparency, and long-term thinking. And as an enterprise partner, we’re built to absorb complexity, strengthen continuity, and support advisors at every stage of ownership. We offer:

Enterprise-Level Support:

Compliance, operations, HR, technology, investment management, marketing, all handled by a deep internal team so advisors can focus on advice and relationships.

Growth Without Personal Strain:

Access to capital, talent, and systems that allow firms to grow without taking on outsized personal or financial risk.

Brand Strength That Builds Trust:

A well-established, values-driven firm that reassures clients, supports transitions, and reinforces credibility at scale.

Flexibility by Design:

Whether you want a gradual step-back, continued involvement, or a clean exit over time, we structure transitions that respect your goals and your timeline.

Supporting the Next Generation

One of the biggest challenges in advisory firms today isn’t talent; it’s structure.

Many next-gen advisors:

Want to lead, but not shoulder full operational responsibility
Want growth, but not personal leverage or buyout pressure
Want a future, but not uncertainty

Supported by resources, stability, and leadership, Larson Financial creates clear career paths which allow advisors to thrive as advisors, without requiring them to become an owner or operator.

That’s how firms retain talent. And that’s how cultures endure.

Succession Planning Handled with Intention

For some partners, succession is immediate. For others, it’s simply something they want done right.

Larson approaches succession as a thoughtful transition, not a rushed transaction.

We prioritize:

Client continuity and trust

Financial clarity for founders

Stability for staff and advisors

A timeline that reflects your goals

Succession becomes part of a broader strategy, and one that protects what you’ve built while preparing the firm for long-term success.

Contact Alex Brockman

A Clear, Collaborative Process

You don’t need another unknown. You need a partner with a plan. Our process is deliberate and collaborative:

Step 1: Confidential Conversation

A candid discussion about your goals, challenges, and ideal future.

Step 2: Strategic Alignment Review

We evaluate culture, client philosophy, growth potential, and long-term fit, on both sides.

Step 3: Custom Partnership Design

Together, we structure a model that supports your people, reduces friction, and creates optionality.

Step 4: Seamless Integration

Our internal teams manage the heavy lifting while minimizing disruption for advisors and clients.

Step 5: Ongoing Partnership

We stay engaged to support growth, leadership development, and continuity well beyond the initial transition.

Preserve What You’ve Built. Strengthen What Comes Next.

You’ve invested years, and probably decades, into your firm, your people, and your clients. Choosing the right partner isn’t about giving that up.

It’s about protecting it, scaling it, and setting it up to last. At Larson Financial, we don’t just acquire firms. We partner with them, providing structure, support, and a long-term commitment to do things the right way.

Let’s Start a Conversation

No pressure. No assumptions. Just clarity and a partner who understands the weight and the opportunity of ownership.

If you’re exploring growth, relief, succession, or simply want to understand your options, we’d welcome a confidential discussion.

Alex Brockman

Director of Corporate Development

As Director of Corporate Development, Alex leads strategic growth initiatives centered on thoughtful partnerships, long-term value creation, and sustainable expansion.

A strategist by nature, Alex understands what it takes to build and scale businesses in today’s evolving economy. He brings a rare blend of big-picture thinking and practical execution. Over the course of his career in financial services, he has worked across strategic growth, mergers and acquisitions, marketing, brand transformation, and change management, experience shaped through roles with organizations such as Bank of America, Wells Fargo Advisors, NewGround, csg, and Experience Fresh.

Entrepreneurship has always been a defining thread in Alex’s career. He has launched several companies focused on empowering business owners with growth strategies, revenue generation, and idea development. From hands-on ideation sessions to scalable solutions, Alex has helped entrepreneurs move from vision to execution with clarity and confidence.

Beyond the boardroom, Alex is deeply committed to service. Alongside his wife, he gives back to their community through their “Four-F’s” methodology, an approach rooted in generosity, intentionality, and impact. Their mission is simple but meaningful: creating change one living room at a time. At Larson, Alex is passionate about partnering with advisory firms in a way that honors what they’ve built while strengthening what comes next. His focus is on creating flexibility, reducing friction, and helping founders move forward with confidence, clarity, and choice.

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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.

You Grow, We Grow.

While our headquarters is located in St. Louis, Missouri we have offices and advisors across the entire U.S. to assist all our clients with their financial needs.

Explore some of our office locations below.