Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Areas of focus

  • Family Finances
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Investments
  • Insurance

Awards & recognition

  • Larson Wealth Management, Forbes Best-in-State Wealth Management Teams, 2025
  • Eric M Larson, Forbes Best-in-State Wealth Advisors, 2025
  • Brett Meyer, Ameriprise Ultimate Digital Excellence Award, 2024

Community participation

At Northern Illinois Food Bank, April 2025
At Northern Illinois Food Bank, April 2025

Our team regularly volunteers at Northern Illinois Food Bank in Geneva, IL, helping build nutritious meals for families in need.

Honored to be recognized in Forbes

The Larson Wealth Management team would like to congratulate Eric Larson on being named to the 2025 Forbes Best-in-State Wealth Advisors list. This list recognizes advisors who excel at helping clients with their long-term financial goals – and we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.

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