Larson Financial Group Celebrates 10-Year Anniversary Milestone

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A Decade of Innovation and Excellence Advocating on Behalf of Doctors Nationwide

Currently, the firm has 43 physician advisors with $760 million of clients’ assets under their care.

We’ve come a long way in ten years and we will continue to innovate as we seek to exceed the expectations of our physician clients.

Larson Financial Group, a nationwide wealth management company that specializes in working with physicians, is celebrating a decade of helping clients strategically navigate financial decisions in order to achieve their goals. The inspiration to start a financial planning firm devoted to helping physicians manage their money came from brothers Paul and Jeff Larson, and since then that dream has grown into a company with 110 employees and 28 registered offices around the country.

Larson Financial Group now proudly serves over 4,000 physician clients nationwide, and has achieved significant growth since its inception in 2006. In the beginning, Larson Financial Group advisors managed $8 million in assets on behalf of their clients. Currently, the firm has 43 physician advisors with $760 million of clients’ assets under their care. In addition to financial planning, Larson Financial Group has organized mission trips where teams of doctors have done dental work in Nicaragua, dug wells in Africa and built an eye clinic in the Republic of Moldova.

The firm’s leadership approach has played a significant role in the success of Larson Financial Group. Tom Martin, President of Larson Financial Group, worked together with the Larsons early in their careers and recognized that they shared similar faith-based business philosophies and principles. They formed Larson Financial Group out of a desire to combine unwavering personal service and commitment with a consistent investment philosophy.

“I’m humbled and astonished when I think about what we’ve managed to achieve in a decade with the help of our employees, clients and business partners,” said Jeff Larson, Partner & Co-founder of Larson Financial Group. “We’ve come a long way in ten years and we will continue to innovate as we seek to exceed the expectations of our physician clients.”

As Larson Financial Group charts a course for the future, they’ve pledged to remain focused on addressing the financial needs of doctors while searching for ways to continuously improve the client’s experience. Similar to how doctors interact with their patients, Larson Financial Group advisors are passionate about forging personal relationships with their clients and serving them in ways beyond their financial needs. For more information about Larson Financial Group, please visit http://www.larsonfinancial.com.

About Larson Financial Group
Larson Financial Group, LLC has offices nationwide serving over 4,000 doctors in regards to many aspects of their finances. Using a personalized, comprehensive planning approach, the primary goal is to help doctors navigate through their many unique financial options. Larson Financial Group is a part of the Doctors Only network, a network for doctors nationwide.

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Will Ferlis
@LarsonFinancial
since: 03/2012
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