At Larson, we believe everyone deserves the opportunity to thrive. You deserve personalized and comprehensive support in pursuit of your goals, and we’re dedicated to being your most trusted financial resource. With a focus on understanding your unique needs, our custom-tailored investment strategies are designed to empower you to navigate your financial journey with confidence. … Continued
Together Scott & Michelle Harris founded Oakmont Financial Group in 2006. They envisioned providing clients with a higher level of service and created an independent firm in order to sustain individualized attention and response. Scott wanted to offer a diverse assortment of investment options to meet the needs of his clients. The following year, Michelle … Continued
On average, it only takes three generations for a family’s wealth to be lost. Learn from one family’s mistakes and avoid the third generation curse.
The S&P 500 index experienced its second consecutive weekly decline, dropping 1.6% amid concerns over higher consumer prices.
Why Larson? 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 … Continued
Benefits of Working with Larson. Larson Resources Stay up-to-date on the lastest stories affecting the financial sector and your investments.
Looking ahead to 2024, now is a great time to consider tax strategies in connection with general financial housekeeping. As your trusted one-stop shop for financial services, your Larson team wants to make sure you take advantage of every opportunity to maximize your tax savings while growing your wealth for the future.
Our Leadership Team
Find An Advisor
Our Platform
Advisory
Alternatives
Insurance
Specialized Services
Individual Investors
Retirees
Business Owners
Family Offices & Institutions
Doctors
Tenants
Accountants