Fort Wayne, IN Engle Rd Office
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Larson Financial Group, LLC
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About
Larson Financial Group, LLC provides financial planning, portfolio management, and retirement‑plan consulting to individuals, trusts, corporations, nonprofits and pension plans, with a stated focus toward doctors and related businesses. Its services include model asset‑allocation portfolios, wrap and non‑wrap management programs, financial planning engagements, and defined benefit/defined contribution consulting for plan sponsors.
The firm delivers advice through a mix of model portfolios and custom discretionary programs using both strategic (MPT‑based) and tactical approaches, and may employ option overlays, synthetic structures and separately managed account strategies. It also recommends and monitors third‑party money managers, conducts periodic client reviews, and uses AI‑assisted tools to support research and document preparation while retaining human review for final recommendations.
Larson’s brochure discloses a set of affiliations that distinguish it from many peers: an affiliated broker‑dealer (Larson Financial Securities, LLC), an affiliated commercial real‑estate brokerage (Larson Commercial Real Estate, f/k/a MedRealty), affiliated private‑equity activity through Larson Capital Management, and formal pension‑consulting offerings including 3(38) and 3(21) service options. The firm also routes some execution and clearing through broker‑dealers such as Trade‑PMR and discloses receipt of vendor and custodial support; these relationships and potential conflicts are addressed through disclosure, supervisory procedures and client agreements.
Based on Larson Financial Group, LLC
Expertise
Based on Larson Financial Group, LLC
Occupation focus
Based on Larson Financial Group, LLC
Location
7230 Engle Rd, Suite 300
Fort Wayne IN 46804
Advisors at this office
4
Advisors at this office
Darin A
Series 63, Series 66
Fort Wayne, IN
Larson Financial Group, LLC
Darin Archbold is a financial advisor at Larson Financial Group, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Larson Financial Group since 2008 and Larson Financial Securities since 2010. Outside of his advisory role, he is involved in managing fixed insurance products. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm utilizes a combination of model portfolios, discretionary programs, and third-party manager recommendations, employing both strategic and tactical investment approaches.
Nathan B
Series 66
Fort Wayne, IN
Larson Financial Group, LLC
Nathan Burk is a financial advisor with Larson Financial Group, LLC and holds a Series 66 designation. He has prior experience as a program director at the Ron Blue Institute, where he oversaw CFP/CKA coursework, acted as an enrollment and academic advisor, and instructed assignments. Burk’s industry experience began in 2025 following roles in education and other sectors. Larson Financial Group, LLC serves individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm offers financial planning, portfolio management, and retirement-plan consulting using a combination of model portfolios and custom discretionary programs that incorporate strategic and tactical approaches, including option overlays and separately managed accounts.
Eric P
Series 66
Fort Wayne, IN
Larson Financial Group, LLC
Eric Pio is a financial advisor at Larson Financial Group, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Larson Financial Group and its affiliated broker-dealer, Larson Financial Securities, LLC, since 2015. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm employs both strategic and tactical investment approaches, utilizes model portfolios and custom discretionary programs, and incorporates AI-assisted tools alongside human review in its research and recommendations.
Andrew B
Series 66
Fort Wayne, IN
Larson Financial Group, LLC
Andrew Baker is a financial advisor with Larson Financial Group, LLC in Fort Wayne, IN, holding a Series 66 designation and 12 years of industry experience. He has been with Larson Financial Group and its affiliated broker-dealer, Larson Financial Securities, since 2015. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on serving doctors and related businesses. The firm employs a combination of model portfolios and custom discretionary programs using both strategic and tactical approaches, and it incorporates AI-assisted tools alongside human review in its advisory process.
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