Larson Financial Advisors

The firm provides portfolio management, financial planning, and pension consulting to a mix of individual clients (including high-net-worth households), retirement plans, trusts, estates, charities, and business entities. Services include discretionary and non‑discretionary account management, modular financial planning, and participant education for employer-sponsored plans, and the firm uses a third‑party platform (Pontera) to manage held‑away defined contribution plan participant accounts when authorized.

Investment decisions are driven primarily by technical and charting-based analysis—such as point-and-figure and candlestick charting, MACD, moving average crossovers, and relative strength—and the firm employs both long- and short-term trading strategies as well as model portfolios and, when appropriate, third‑party advisers. Accounts are monitored on an ongoing basis with periodic rebalancing and reviews tied to clients’ objectives, and the firm discloses its proxy‑voting approach in its brochure.

Noteworthy distinctions include the firm’s disclosed use of endorsements and client testimonials in advertising, a practice that the brochure highlights and that is uncommon among peer supported firms. The brochure also discloses paid lead arrangements (WiserAdvisor) and that the firm’s principal is licensed as an independent insurance agent who provides insurance sales through Tax Advantaged Retirement Consultants, LLC—activity that the firm identifies as generating commission compensation and representing a potential conflict of interest.