The Larsen Group, led by Managing Director and CFP® John Larsen, provides comprehensive wealth management services including investment advisory, retirement planning, and personalized portfolio management. With over 35 years of experience, the team helps clients accumulate, protect, and transfer wealth through tailored strategies.
The group also includes Dana Larsen, Jack Larsen, and Michelle Plumridge, each bringing expertise in financial planning, asset allocation, and client service. The Larsen Group is part of RBC Wealth Management and serves clients in multiple states, offering both investment and banking products through affiliated institutions.
Over 35 years of combined experience
Team of certified financial advisors
Personalized, client-focused strategies
Services
Wealth Management
Personalized financial planning and investment advisory services to help clients accumulate, protect, and transfer wealth.
Customized investment strategiesRetirement planningTax-efficient portfolio managementRisk assessment and mitigation
Retirement Planning
Comprehensive planning to help clients achieve their retirement goals.
Income planningSocial Security optimizationHealth care in retirementEstate planning
Credentials & Certifications
CFP® (Certified Financial Planner)
Since 1989
Wharton School Certification
Since 1995
Series 7
Since 2017
Series 66
Since 2017
Frequently Asked Questions
What is the difference between wealth management and investment advisory? +
Wealth management encompasses comprehensive financial planning, including investment advisory, retirement planning, tax strategies, and estate planning, while investment advisory focuses specifically on managing investment portfolios to achieve financial goals.
How does The Larsen Group ensure client confidentiality? +
The Larsen Group adheres to strict privacy policies and regulatory guidelines, ensuring that all client information is protected and handled confidentially.
