Our profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. We help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how we can help you move closer to your financial goals.


Get started

Areas of focus

  • Family Finances
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Saving for Education
  • Investments
  • Retirement Planning Strategies
  • Insurance

Awards & recognition

  • Larson Wealth Management, Forbes Best-in-State Wealth Management Teams, 2025-2026
  • 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.