RBC Wealth Management Branch - Columbus

Financial planner in Columbus, OH (show on map)

The Larsen Group offers personalized wealth management and investment advisory services led by experienced financial advisors.

Call (614) 681-5764

Navigate to Visit website

About

The Larsen Group, led by Managing Director and CFP® John Larsen, provides comprehensive wealth management services including investment advisory, retirement planning, and personalized portfolio management. With over 35 years of experience, the team helps clients accumulate, protect, and transfer wealth through tailored strategies.

The group also includes Dana Larsen, Jack Larsen, and Michelle Plumridge, each bringing expertise in financial planning, asset allocation, and client service. The Larsen Group is part of RBC Wealth Management and serves clients in multiple states, offering both investment and banking products through affiliated institutions.

Over 35 years of combined experience

Team of certified financial advisors

Personalized, client-focused strategies

Services

Wealth Management

Personalized financial planning and investment advisory services to help clients accumulate, protect, and transfer wealth.

Customized investment strategies Retirement planning Tax-efficient portfolio management Risk assessment and mitigation

Retirement Planning

Comprehensive planning to help clients achieve their retirement goals.

Income planning Social Security optimization Health care in retirement Estate planning

Credentials & Certifications

CFP® (Certified Financial Planner)

Since 1989

Wharton School Certification

Since 1995

Series 7

Since 2017

Series 66

Since 2017

Frequently Asked Questions

What is the difference between wealth management and investment advisory? +

Wealth management encompasses comprehensive financial planning, including investment advisory, retirement planning, tax strategies, and estate planning, while investment advisory focuses specifically on managing investment portfolios to achieve financial goals.

How does The Larsen Group ensure client confidentiality? +

The Larsen Group adheres to strict privacy policies and regulatory guidelines, ensuring that all client information is protected and handled confidentially.