Larson Office | Indianapolis, IN
While Larson is headquartered in St. Louis, Missouri, we have locations and advisors across the entire U.S. to assist our clients with their financial needs no matter where they live. We pride ourselves on providing the utmost level of service, whether we’re meeting with you face-to-face or virtually. Our goal remains the same: to provide advisory services tailored to your unique financial situation, so that you can achieve your dreams and ambitions.
We provide an alternative route to wealth creation and protection that appeals to a more sophisticated investor. Through our private investor platform we offer a proprietary trading platform, alternative investment offerings, and dedicated advisory support for our select audience.
Advisors at this Branch
Advisory Team
Alex Davis
Partner & Financial Advisor
Contact Alex Davis
Brent Robbs /CPA
Financial Planner
Contact Brent Robbs
Matt Tully
Partner & Senior Financial Advisor
Contact Matt Tully
David Thyen
Investment & Planning Strategist
Contact David Thyen
Fred Stemme
Financial Planner
Contact Fred Stemme
Melanie Young
Director of Operations
Contact Melanie Young
Mary Odevich
Client Service Associate
Contact Mary Odevich
Mike Davidoff
Financial Planner
Contact Mike Davidoff
Kolton Rominski
Financial Planner
Contact Kolton Rominski
How we Serve
Market Turmoil. Global upheaval. Conventional wisdom has failed. It’s time for an alternative approach to building and protecting wealth that puts the investor first.
What we specialize in
General
Planning
Risk
Management
Tax
Strategies
Estate
Planning
BUILDING AND PROTECTING YOUR PORTFOLIO
Rule #1: Create a wealth accumulation strategy that reduces risk and aligns with your overall goals.
To build a strong portfolio, we immediately determine how to manage or transfer risk and develop a plan for avoiding or minimizing undue exposure. A separate but equal line of defense is a long-term strategy designed to minimize tax liability.
- Address individual needs, asset allocation and types of securities based on goals and risk tolerance
- Develop wealth accumulation strategies that align with financial goals
- Identify sources of risk and develop plan to avoid or minimize exposure
- Help minimize financial and other losses associated with assets, business or health
- Help minimize tax liability associated with individual and business investments
LONG-TERM PLANNING: BUSINESS, RETIREMENT, AND ESTATE
Specific issues regarding business, long-term retirement, and asset management are analyzed and appropriate action plan(s) are put in place to help you accumulate and allocate wealth properly. Our process aims to:
- Protect the value of a business and ensure asset distribution supports retirement
- Evaluate financial status to develop a wealth accumulation strategy
- Address growth and tax-efficient distributions
- Develop plan that ensures retirement assets are left to the next generation
- Create master plan for managing property during life and distribution at death
- Maintain control over assets during lifetime to provide care if disabled
Are you ready to begin your journey?
A partner in your financial journey can get you where you want to go.
Recently Completed
Real Estate Projects
Each property in our portfolio has been selected with the goal of producing optimal returns for our investors. We seek to invest in properties that have stable tenant history with tenants from across different industries and markets to maximize tenant diversification.
INDIANAPOLIS BRANCH
Contact Info
-
10475 Crosspoint Blvd
Suite 115
Indianapolis, IN 46256
United States -
Phone
(317) 922-0987