Schwab Advisors

Your Focus is Your Clients.
We’ll Handle the Solutions.

By offering more services and solutions, Larson is able to increase the overall value and consolidate things for the client under one roof.

Larson has custodied billions at Schwab/TD Ameritrade for many years.  In 2020, Larson joined the referral network now known as SAN (Schwab Advisor Network) and has had tremendous success partnering with Financial Consultants all over the country.  It was evident when Larson joined the network that there are not many firms on the platform that do holistic planning, and implementation of the plan, in-house.

The majority of referrals that come to Larson from Schwab Financial Consultants are looking for help with tax planning, wealth management, and estate planning and are interested in finding ways to create passive income streams with investments outside of the public markets.  Our alternative investment division has over 25 projects that have been approved on the Schwab platform and has been one of the most attractive, value-add opportunities for clients seeking to expand beyond a retail account. 

Benefits of Working with Larson.

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Paul Larson
CEO & Senior Financial Advisor

You Got Here.

Larson Will Get You There.

With years of experience custoding billions at Schwab/TD Ameritrade, Paul Larson is well-versed in working with clients to achieve their financial goals. Additionally, his expertise in tax planning, wealth management, estate planning, and alternative investments makes him an invaluable resource for clients looking to expand their portfolios beyond traditional public markets.

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