Independent Financial Advisors

We focus on scenario-based financial planning and asset management to ensure you feel confident no matter what life throws at you.

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Our Services

We offer a diverse set of investing and wealth management services to fit your unique life and dreams.

Financial Planning

Scenario-based, personalized financial plans for singles, households, and businesses.

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Multi-Generational Wealth

Financial foundations for every member of your family.

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Retirement Planning

Customize your retirement plan to support your goals and vision for the future.

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Tax Strategy

Ensure that your financial plan and portfolio are tax-optimized.

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Who We Serve

Our financial planning process is designed to serve your goals and needs. We tailor our solutions and offerings to fit every scenario. Together, we create the blueprint for your financial independence.

Solutions Tailored to You

Whether you’re planning for retirement or just starting to build wealth, our financial plans and investment solutions have you covered.

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About Larson, Potter, Stratton & Cote

Close relationships are the core and foundation of our business. Our mission is to empower clients through education, guiding them to make informed decisions on the path to their life goals. We will put our clients first—it is our commitment to uphold the fiduciary standard. Plus, our firm is independent, which means we don’t have an incentive to sell you a product or service you don’t need.

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Meet Our Team

Our fee-based, independent advisors are dedicated to accommodating your individual needs.

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Ready to take the next step in your financial journey?

Schedule a free consultation to discuss your financial, retirement, and investment goals.

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