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.
This is What
“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.”
“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.”
“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.”
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.
Service Your Clients Can Expect…
Each quarter, Larson CEO, Paul Larson shoots a video for our real estate clients, overviewing recent market performance and providing updates on current and future Larson Capital investments.
While this video was shot with clients in mind, it gives a glimpse of what a future partnership between our two firms could mean for you. Huge real estate deals, opportunity zone investments, enhanced Roth conversions, the list goes on…