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Our firm was founded in 2011 with a mission to help people find greater happiness as a result of solving their most challenging financial problems. Regardless of the nature of the problem, we want to help fix it. What motivates us is seeing the joy our clients experience when they realize the financial success they have planned and worked for. We’ve had more than a few clients cry tears of happiness when they realize they’ve hit the mark they’ve been aiming for.

Don Larson, Certified
Financial Planner™

Don Larson, CFP® is the owner and founder of Larson Wealth Management. Don started in the investment advisory industry in 1999 after he graduated from Arizona State University with a Bachelor of Science degree in Business Finance. He obtained the Certified Financial Planner™ certification in 2002, which is the highest designation possible in the financial planning industry. After working with a small, independent advisor from 2003 – 2011, he realized his dream of controlling his own financial destiny by opening Larson Wealth Management in September 2011. Don returned to Arizona State University and finished his Masters of Business Administration (MBA) in 2012. His education and advisory experience qualify him to help his clients with the specific needs they have.

PRESIDENT
Don LarsonCertified Financial Planner™ since 2002

What Makes Us Different?

Traditional financial advisors at nationally recognized firms typically are paid a commission to sell you an investment product or advisory service. There are inherent conflicts of interest in that model that we wish to avoid. Our firm does not receive any investment-related commissions from any providers and our advisors are not paid on a commission structure. Our fee structure is transparent, agreed upon up front, and is paid directly by our clients. That means we work directly for our clients!

What We Do

We help clients solve problems using tried and proven approaches.
  • We define the need and quantify what needs to be done to solve it.
  • We recommend the solutions that will solve the need
  • We work directly with the client to put the needed solution in place
  • We continue to advise the client over time and make any needed adjustments

Create a Financial Plan, Manage Your Investments, EliminateDebt, Manage Retirement Plans, and Manage Tax Liabilities.

Our Philosphy

Our firm was founded in 2011 with a mission to help people find greater happiness as a result of solving their most challenging financial problems. Regardless of the nature of the problem, we want to help fix it. What motivates us is seeing the joy our clients experience when they realize the financial success they have planned and worked for. We’ve had more than a few clients cry tears of happiness when they realize they’ve hit the mark they’ve worked years to achieve.

Personalized Plan

Your financial plan the starting point in the process of determining what needs need to be met. We want to know the nitty, gritty details of your financial situation so we can truly understand how we can best help you. By taking this approach, we let our clients define what makes them happy.

Customized Plan

We provide needs-based financial planning and investment management services to each of our clients. Every client is unique and so we customize the financial plan around your needs. We recommend financial solutions only after we have taken the time to truly understand your situation and what is needed to enable you to achieve your most critical objectives.

High-Touch AND High-Tech Services

You will always work with an experienced, credentialed advisor. We will never assign you to an automated platform where a robotic investment or advisory program leaves you out of the decision-making process. Rather, experienced advisors thoroughly analyze your situation and use the top financial planning software available to model your future financial well-being. The advisor provides a personalized plan to you based your own unique set of circumstances. Even better, our advisors will proactively stay in touch with you to make sure we are always making informed recommendations for you.

You will be given access to your financial plan online so you can see daily updates to your net worth, assets, growth rates, target retirement dates, retirement cash flow, and more. You will also be provided with online access to your investment accounts so you can see exactly how your portfolio is invested and all changes we make to your holdings in real time.

We will review your portfolio and financial plan updates with you on a quarterly basis or more often, if needed.

High Advisor-To-Client Ratio

Our mission is to provide expert financial advice to all of our clients that enables them to reach their objectives as quickly as possible but with the least amount of risk necessary. Our philosophy is to provide every client with dedicated and focused attention throughout the relationship. This means that our advisors will serve a limited number of clients. You will never feel lost in the crowd or that you are just a number. Our advisors have direct phone lines and will answer when you call. The bottom line is that we are here to serve you.

Who We Serve

You will always work with an experienced, credentialed advisor. We will never assign you to an automated platform where a robotic investment or advisory program leaves you out of the decision-making process. Rather, experienced advisors thoroughly analyze your situation and use the top financial planning software available to model your future financial well-being. The advisor provides a personalized plan to you based your own unique set of circumstances. Even better, our advisors will proactively stay in touch with you to make sure we are always making informed recommendations for you.

You will be given access to your financial plan online so you can see daily updates to your net worth, assets, growth rates, target retirement dates, retirement cash flow, and more. You will also be provided with online access to your investment accounts so you can see exactly how your portfolio is invested and all changes we make to your holdings in real time.

We will review your portfolio and financial plan updates with you on a quarterly basis or more often, if needed.

Where We Serve

We service clients primarily in the metro Phoenix area but we also glad to serve clients throughout Arizona. We do have some clients in surrounding states as well. Our goal is to efficiently serve you to the highest of our capability and limit the travel requirements of our advisors. If we cannot do that then we may not be a good fit for your needs. That said, technology enables us to accomplish complex planning arrangements for clients who do not live near our locations. We are comfortable using remote meeting services to conduct virtual “face to face” appointments. And we are willing to travel outside of our area to meet in person if the situation warrants.
If you are interested in working with us, please Contact Us today!

Call Now:  (480) 699-5540