Larson

Larson is a financial firm that grew out of financial planning work for doctors and other health care professionals, and it now also serves individual investors, retirees, business owners, family offices and accountants. Its core offerings include wealth management, retirement and estate planning, tax and accounting help, and insurance, along with real estate investments and property management through affiliated companies. Physician compensation review and student loan support are among its more specialized services.

Larson works through a network of more than 200 advisors across 30 states, and it has in-house tax professionals and accountants. Consultations can be scheduled online. The firm was founded in 2006 and is a member of the Schwab Advisor Network.