Mission Statement

We are collectively focused on providing inclusive, customized, and objective financial planning. Our clients span across the Unites States, throughout industries and across generations, from retirees to high-ranking corporate executives, from medical professionals to business owners, and licensed professionals. 


Dream, Then Plan  — Empowered Living

Larson Financial is a national advisory firm based in Chicago that specializes in comprehensive wealth management. Our team is comprised of experienced professionals who provide our clients with prompt service, professionalism, and clear communication always.

Giving our clients the knowledge and expertise, we’ve accumulated over the last decade to empower our clients to build their dream life with the help of a solid financial foundation.

While each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children and enter retirement. I can help you create a personalized financial plan that has a firm foundation in your beliefs and addresses your hopes for the future.

But achieving financial security takes more than creating a comprehensive plan; you also must take action on your plan, evaluate and adjust it over time.  Together, we’ll create a roadmap to protect you and your family now and execute the steps necessary to respond to whatever life brings along the way.

Close up of woman in deli with two workers in background

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4