Financial Advisor in Cedar Park, TX 

As financial advisors in Cedar Park, Texas, we specialize in wealth management for professionals, business owners and retirees.

COVID-19 status:  we remain open. We are conducting meetings via in-person, zoom/webinar or phone.


"Never before in history have investors had to risk so much to make so little. Will Rogers said “I am more concerned with the return of my money than the return on my money.”  I couldn’t agree more, and we know how important safety is to investors.

Even now after the COVID-19 shutdown stock decline, the U.S. stock market has some pretty high valuations. Valuations (based on Shiller P/E ratios) are at their 3rd highest level in the last 120 years! The Federal Reserve Bank has had to bail out the investment grade corporate bond market. Both stock and bond markets have high imbedded risk. Never before has risk management been this important for investors.

While we can't know the future, we can utilize appropriate risk management to minimize losses. At Larson Financial Advisors, we specialize in monitoring market risk. We'd like to discuss how we can help you navigate through today's minefield of risk so that you can protect assets when prudent, and watch for opportunities as they present themselves.

How are we different?

First, our focus on risk control and avoiding negative markets is unique. I have learned over the years that the difference between the good investors and the poor ones is not how they perform in a strong market that helps everyone, but how they control risk in the tough markets. If you don’t put yourself in a hole, you don’t have to dig yourself out.

Second, as a fully independent firm we answer to our clients and focus on what is best for them, not what a corporate owner or broker/dealer firm wants us to promote.

I encourage you to come in and enjoy a cup of coffee with us and let us share with you what we are doing for our clients. It will cost only a few minutes of your time, and whether we eventually work together or not, I believe you will find it worthwhile.


Craig C. Larson


Client Wealth Management Website Access 

Charles Schwab Client Access

TD Ameritrade Client Access

Morningstar Client Account Portal 

Follow our Market Minute and L.I.F.E. Educational videos


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