Services - Wealth Management

Your financial life is connected. Your planning should be too.

Your financial goals are unique, and it could benefit you to have an advisor with experience. That’s why it is our pleasure to introduce you to Mariner, a national advisory firm that offers the following services:

Wealth Management
Trust and Estate Planning
Investment Management (+IQ)
Insurance Solutions
Business Succession and Valuation Planning
Family Office Services
Specialty Tax Services, including Cost Segregation Studies, Energy Efficiency Incentives and Research & Development Tax Credits

Our partnership with Mariner means that we can collaborate to help ensure your tax strategies are in line with your overall wealth plan and goals for the future.

Please know that our referral of Mariner to serve as your trusted advisor was carefully considered. We are confident that the firm’s professionals have the experience, dedication, and resources necessary to serve you and your family for many years to come.

As a value-add, we invite you to reach out to your contact at Larson & Company or complete the contact form below, so we can connect you with Mariner for a complimentary, no-obligation consultation regarding your investment portfolio.

DISCLOSURE: Certain professionals of Larson & Co are also registered with Mariner Wealth as Investment Adviser Representatives (“IARs”). These professionals may refer clients to Mariner for investment advisory services. Larson & Co is not owned, controlled by, or affiliated with Mariner.

Mariner compensates these IARs for client referrals by sharing a portion of the advisory fees paid by referred clients. This arrangement creates a conflict of interest because the referring professional has a financial incentive to recommend Mariner over other investment advisers.

Mariner Wealth is an SEC-registered investment adviser. “Mariner” is a marketing name used by Mariner Wealth. Please see Mariner’s Form ADV Part 2A on the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov) for more information about its services and fees.

Some services listed are not provided by Mariner Wealth but rather by Mariner affiliates and they are subject to additional fees. Also, some associates of Mariner are licensed insurance agents and may be compensated for the sale of insurance-related products through an affiliated insurance agency. For additional information, refer to https://www.marinerwealthadvisors.com/legal/.