Houston, TX Office
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Larson Financial Group, LLC
Multi-team
Firm-wide stats for Larson Financial Group, LLC
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
Location
3737 Buffalo Speedway, Suite 400
Houston TX 77098
Advisors at this office
3
Advisors at this office
Samuel L
Series 66
Houston, TX
Larson Financial Group, LLC
Samuel Lawhon is a financial advisor with Larson Financial Group, LLC, holding a Series 66 designation and seven years of industry experience. He has worked at LPL Financial and Intrua Financial LLC since 2019 and previously spent five years in the landscaping industry. Outside of Larson Financial Group, he serves as a research assistant for Intrua Financial LLC and is the Director of Investments for Freedom Wealth Alliance. Larson Financial Group 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, utilizing model portfolios, discretionary programs, and third-party money managers, supported by AI-assisted research tools alongside human review.
Hogan R
Series 66
Houston, TX
Larson Financial Group, LLC
Hogan Raycroft is a financial advisor with Larson Financial Group, LLC in Houston, TX. He holds a Series 66 credential and has two years of industry experience, including prior roles at LPL Financial, LLC and Intrua Financial. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting services to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on healthcare professionals and related businesses. The firm utilizes a combination of model portfolios and customized discretionary programs, employing both strategic and tactical investment approaches.
Elizabeth S
CFP®, Series 66
Houston, TX
Larson Financial Group, LLC
Elizabeth Switzer is a CFP® professional with ten years of industry experience, currently serving as an advisor at Larson Financial Group, LLC. Her previous roles include positions at Motley Fool Wealth Management, Wells Fargo Advisors, and Moneta Group Investment Advisors. Larson Financial Group, LLC provides financial planning, portfolio management, and retirement-plan consulting primarily for doctors and related businesses, serving individuals, trusts, corporations, nonprofits, and pension plans. The firm uses a combination of model asset-allocation portfolios and custom discretionary programs, incorporating both strategic and tactical investment approaches, and offers pension consulting services alongside affiliated broker-dealer and commercial real estate activities.
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