Founded with the mission to serve the unique and complex financial needs of medical professionals, Larson Financial Group, LLC offers a holistic approach to wealth management. The firm provides a wide range of services including financial planning, investment management, asset protection, tax strategies, retirement planning, and estate planning, all tailored to the career lifecycle of a physician. They operate as both a registered investment adviser and a broker-dealer. In 2023, the firm was acquired by Osaic, one of the nation's largest networks of independent financial advisors, but continues to operate under the Larson Financial Group brand.

Founded in

United States