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Midwest Wealth Management has Merged with Larson
Midwest Wealth Management has merged with Larson, forming a powerhouse in the financial services industry. This connection brings together two highly respected companies that combines the two firms’ expertise in wealth management and estate planning with Larson’s experience in alternative investments and holistic financial planning. With this partnership, Larson is well-positioned to provide even greater value to its clients and strengthen its position as a leading financial services firm.
Empowering All to Flourish!
Midwest Wealth Management clients now have access to a full suite of financial services, robust technology infrastructure, and a full-service operations team with insurance, IT, and marketing support. This integration of resources empowers everyone to benefit from the combined expertise and resources of two highly respected firms.
Same Great Team
Alex Davis
Partner & Financial Advisor
Meet Alex Davis, a seasoned financial professional based in Indianapolis, Indiana.
With over a decade of experience in the financial services industry, Alex has developed a deep understanding of the complex financial needs of individuals and businesses. He is known for his ability to develop personalized investment strategies that are tailored to his client’s unique goals and objectives. He holds a bachelor’s degree in Financial Counseling & Planning from Purdue University,
Recently, Alex played a pivotal role in the strategic merger between Midwest Wealth and Larson Financial, bringing together two of the Midwest’s leading financial firms to offer an even wider range of services to clients. His expertise in corporate finance and strategic planning was instrumental in the success of the merger and the integration of the two firms.
When he’s not crunching numbers, Alex can be found on the golf course, a tennis court, or at the gym. His leisure time is spent with his wife Jenny and daughter Ava.
Contact Alex Davis
Matt Tully
Partner & Senior Financial Advisor
Matt Tully is a Partner of Larson Financial, based in Fishers, Indiana. He has been in the investment industry for over 32 years, and specializes in working with high-net-worth families. He helps individuals find peace of mind with their finances, thanks to the numerous services that Larson offers, making the firm a unique advisory option.
He obtained his bachelor’s degree from Indiana University in 1990 and has held his Certified Investment Management Analyst (CIMA®) designation since 2006. CIMA® certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors and wealth management professionals, making Matt a highly qualified advisor for his clients.
Matt and his wife, Kiersten, also reside in Fishers, Indiana. They enjoy spending time with family and friends, participating in activities such as tennis, golf, pickleball, and traveling. Kiersten is active in the community, serving on the Eskenazi Health Foundation Board and as President of the St. Margaret’s Hospital Guild and the Children’s Museum Guild. Matt is also an elder in their local church.
Contact Matt Tully
You Got Here.
Larson Will Get You There.
“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.”
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Company Values
- Empowering All to Flourish
Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention. Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm. - Vision: One-Stop Financial Resource
Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies. To see a listing of our services, please take a moment and look at our services page. Because we get new business from the people who know us best, client referrals have fueled our growth in the recent years. Through hard work, we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication and ability to respond quickly. - Goal-Oriented, Servant-Leaders with a Warrior Spirit
An accounting firm is known for the quality of its service. Our firm’s reputation reflects the high standards we demand of ourselves. Our primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you.We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients. Our high service quality and “raving fan” clients are the result of our commitment to excellence.