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Generational Planning

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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.

Kyle Wort

Senior Financial Advisor Kyle Wort joined Larson Financial Group in 2012. He made the move to Larson Financial Group after 5 years in the financial industry, including experience at both a large financial investment company and a smaller registered investment advisor. Kyle provides knowledge of financial planning accompanied by a compassion for great client relationships. … Continued

Rick Frith

Senior Financial Advisor Rick Frith is a partner and senior financial advisor who focuses on providing doctors and dentists with financial guidance, education and concierge planning services – allowing Rick’s clients to focus on their passions and create greater life balance. Since entering the financial industry a decade ago, Rick has guided his clients in … Continued

Oakmont Financial

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

Indianapolis

Services Our Process Clients Contact Advisors at this Branch 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. BUILDING AND PROTECTING YOUR PORTFOLIO Rule #1: Create a wealth accumulation strategy that reduces risk and aligns with your … Continued

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