Our Leadership Team
Find An Advisor
Our Platform
Advisory
Alternatives
Insurance
Specialized Services
Individual Investors
Retirees
Business Owners
Family Offices & Institutions
Doctors
Tenants
Accountants
Schwab Advisors
Your Focus
is Your Clients.
We’ll Handle the Solutions.
You Got Here.
Larson Will Get You There.
With over a decade of experience in the financial services industry and a bachelor’s degree in Financial Counseling & Planning from Purdue University, Alex Davis brings a deep understanding of clients’ complex financial needs. His expertise in developing personalized investment strategies and his role in the successful merger between Midwest Wealth and Larson Financial make him a valuable addition to the Schwab network, expanding the range of services available to clients.
By offering more services and solutions, Larson is able to increase the overall value and consolidate things for the client under one roof.
ADVISORY
Strategic Investment Advice
Informed, unbiased, fiduciary advice… What you can expect from a Larson Advisor.
wealth management
Whether you’re looking for active management on your brokerage accounts or seeking to make passive income through investing in real estate, Larson offers solutions every step of the way.
employee stock options
While business owners understand the importance of offering a lucrative employee benefits package, they often don’t know how to implement it effectively. We work to ensure that the employee benefits package that you provide is in sync with the rest of your finances.
retirement planning
Whether you’re two weeks into the workforce, or you just submitted your two weeks, there are always ways to actively plan for retirement.
income building strategies
Buying a home can be extremely stressful. Getting straight forward answers from your seller may be difficult, but never with a Larson Advisor.
Estate planning
Tax laws change constantly. If you prepare your own tax returns, you risk missing out on potential deductions that can help reduce your taxable income.
Alternatives
Alternative Investments
We have built a track record of acquiring properties in high-growth cities across the United States that are yielding some exciting investment opportunities.
Current Opportunities
Our portfolio includes a variety of funds for a client seeking diversification and alternative investments.
Tax Efficient Investments
Why pay more in taxes? No matter where you are in life, it’s important to recognize how the assets in your portfolio are allocated to maximize tax efficiency.
Property Management
Our portfolio includes a variety of funds for a client seeking diversification and alternative investments.
Insurance
Disability Insurance
Life circumstances can change at a moment’s notice and having disability insurance can be an important tool to help maintain financial stability through the challenges life throws your way.
life insurance
Many people believe that life insurance only serves its purpose after one’s death, but did you know that life insurance can be used as an investment vehicle?
Specialized Services
Physician Compensation Review & Negotiation
Starting your medical career? We have an entire in-house division dedicated to doctors, dentists, and other medical professionals. We offer contract review and assess the financial impact of non-competes, tail coverage, benefits review, salary, sign-on bonuses, and forgivable loans.
One of the most important components of increasing wealth is strategic navigation of today’s loan marketplace.
Practice Management
The decision to run your own business is not just an opportunity – it’s a personal lifestyle choice. This is especially the case for our clients in the medical profession.
Asset Protection
Implementing asset protection strategies is advisable to protect your income, accounts, property, and other assets.
Employee Benefits
Employee benefits are an integral component of an individual’s overall financial plan. Properly reviewing these benefit offerings is crucial to determine which options best meet your needs.
Selling a Business
When the time comes to step away from what you have built, financial questions are going to be constantly racing through your mind. We have the answers you need.
Executive Compensation
Compensation can look different for high-net-worth individuals or those with lengthy employment contracts. Allow our team to review your contract and assure nothing is left on the table.
Bookkeeping & Tax Filing
Growing your business and taking care of your clients should be where your time is spent. Let us assist with the tedious tasks of bookkeeping and tax filing that is often a thorn in the side of many business owners.
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.
Larson Resources
Stay up-to-date on the lastest stories affecting the financial sector and your investments.
The Federal Reserve Cuts Interest Rates by Half a Percentage Point
