Santa Rosa, CA Office

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.