Larson Wealth Planners began as a tax preparation firm in 1995. Founded by Barbara Larson, the firm has always been rooted in a commitment to helping people and in a deep understanding of taxation. When Barbara’s daughter-in-law Hope Todt joined the firm, she led the expansion of business accounting, bookkeeping and payroll services.
However, Barbara wanted to help clients in areas beyond tax and accounting. Clients needed clarity about their financial situations and support to reach the futures they desire. That required a more comprehensive approach.
In 2001, Barbara became advisory licensed, and her firm affiliated with Avantax Wealth Management®, the national broker-dealer that pioneered Tax-Smart InvestingTM, to expand financial planning and investment management capabilities. Barbara’s daughter, Brittany, joined the firm full-time in 2004 and has spent more than a decade expanding the firm’s wealth management division.
The entire Larson Wealth Planners team is passionate about building relationships and finding the best strategies and product solutions for clients’ unique situations. Learn more about us here or complete the form below to schedule a consultation.