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Our Promise To You:
Our first meeting is typically 60-90 minutes, and is always free of charge
When you join our team, you will have a clear understanding of your financial situation; including the fee
A Clear Path Forward
Comprehensive financial planning designed to provide confidence.
Financial planning should bring clarity, not complexity. Financial plans should make sense to you, and the fees you pay should be clear and appropriate. We build a comprehensive roadmap to guide you toward retirement by identifying both your opportunities and potential challenges, .
Even with the markets in turmoil, the LWM team has helped me ride out volatility and remain focused on long-term financial strategy. I met Dave more than two decades ago when I was living in Harrisonburg. Dave worked with me to help me think long-term about investment strategies for the future and retirement. It has been a blessing to work with Dave and his team. They are always available if I have questions, and I rely on them for expert advice. I highly recommend Larson Wealth Management to anyone looking for a financial advisor you can trust.
R.A. client since 2012
We have been working with LWM for 10 years and have found the entire staff to be knowledgeable, professional, and very helpful. Their work navigating our transition into retirement was very valuable. Whether it was a budgeting, investing, or tax question, they always listened to understand our needs and offered very helpful choices to us. Recently, we met with LWM to get help on comparing financial alternatives for an elderly relative. We were delighted with the level of expertise they had and the amount of time and suggestions they provided.
J.E. client since 2015
It is a little difficult to get comfortable with and trust someone you don't know but they made it easy and I felt comfortable with them and their approach to retirement planning and they gained my trust almost instantly after meeting with them. As I reflect over the last several years of dealing with LWM I can say I think I made a wise decision and I have no regrets. Now that I am retired they are an invaluable resource to helping me navigate all the challenges and pitfalls of drawing funds out in a smart and intelligent manner.
V.R. client since 2016
This statement is a testimonial by a client of the financial professional as of 09/02/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
To see some examples of how we charge for our services, please read these case studies
To fully understand how financial firms charge fees, please read our pricing guide