Welcome to Larson Wealth Management, your source for full-service comprehensive financial and retirement planning in Harrisonburg, VA. If you are in need of a trusted financial advisor, you have come to the right place. Our goal is to provide you with objective, pertinent, timely financial advice as we work alongside your CPA, attorney, and other advisors to implement and monitor your financial plan.

We have the expertise and tools to help pilot your financial plan and keep you on the right path as you go through your retirement planning. Enjoy getting to know us through this website and please feel welcome to contact us so that we can work together to help you create your personal financial plan.

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Wealth Management

Wealth Management

You have worked hard to get where you are, and now you want to make financial decisions to help generate income, to provide for your family, and to care for those less fortunate. Allow us to demonstrate how an academic-based approach to managing your wealth can lead to a better investment experience. Learn more.

Financial Planning

Financial Planning

When can I retire? When should I draw my Social Security benefits? How much risk is appropriate? How can I effectively manage taxes in retirement? How do I best provide for my special needs children when I am gone? So many questions and perhaps you are not sure where to start. We have the compassion, knowledge, and tools to help you answer these questions and many more. Begin here.

Business Planning

Business Planning

You have dedicated so much of your life to your business and want to ensure that the business will succeed long after you are gone. Your clients, your family, and your employees are counting on you to make sound, thoughtful decisions. So many people depend on you, and you need guidance to help your business continue to the next generation. Click here for some examples.