Personal Financial Advisory Services

Reach Out.
We'll Talk. 360-734-4280

Question, listen, repeat.

We believe there are no foolish questions and we only become fools when we stop asking questions. When it comes to your future, we want to hear it all and help you achieve your dreams. Here are some of the ways we can help you get there:

  • Estate Planning

    Preparing for what happens after your death can be challenging, but the steps you take today will leave a lasting impact. Our approach to Estate Planning focuses on preserving your wealth while minimizing the costs and complexities your heirs may face in carrying out your wishes. By offering a range of options, listening to your goals, and understanding the unique details of your situation, we can create an estate plan that fits your needs and priorities.

    Meet Kevin.

    He's our Individuals & Families Leader and a hole-in-one hitting, Lynden-native football legend.

  • Personal Consulting

    Creating and following your long-term financial roadmap can be daunting. In an economic environment that is constantly in flux, staying on top of your financial life may seem more challenging than ever. It’s also more important than ever. Our thoughtful approach helps you see the big picture, set short and long-term goals and give you peace of mind that you’ll be able to live the life you want.

    Meet Chad.

    He's our wealth strategy leader and an avid Mariners fan who is all "fore" a nice round of golf.

  • Wealth Management

    Elevate your financial aspirations with our Wealth Management Services. We’ve partnered with an excellent service provider, Freestone Capital, to curate integrated wealth management with our tax practice to make sure all advisors work together to help navigate your financial life.

    Note: All investment advisory services are provided by LG Financial, LLC and not by Larson Gross, PLLC.

    LG Financial Services, LLC

    Meet Marv.

    He's our Personal Consulting Leader and a Nepal-trekking, experienced equestrian.

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Disclosures

“Larson Gross” is the brand name under which Larson Gross Assurance PLLC and Larson Gross Advisors LLC (and its subsidiaries) provide professional services. Larson Gross Assurance PLLC and Larson Gross Advisors LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Larson Gross Assurance PLLC is a licensed independent CPA firm that provides attest services to its clients, and Larson Gross Advisors LLC provides tax and business consulting services to their clients. Larson Gross Advisors LLC is not a licensed CPA firm. The entities falling under the Larson Gross brand name are independently owned and are not liable for the services provided by any other entity providing services under Larson Gross brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by Larson Gross Assurance PLLC and Larson Gross Advisors LLC (and its subsidiaries).

Larson Gross is a client of RSM’s Professional Services+ Practice, which provides professional services firms in accounting, consulting, law and other professions access to a wide range of client-centric services, leading tools and tailored solutions to accelerate growth. In addition, PS+ clients may participate in the PS+ Collaborative, a value-added client benefit that facilitates peer-to-peer engagement around the unique and evolving needs of professional services organizations, and their clients and employees through annual conferences, peer groups, workshops, roundtables and other interactions.

Disclaimer: LG Financial Services LLC is a registered investment adviser in the State of Washington. LG Financial Services LLC may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

*The information provided by Elgie, our digital assistant, should not be considered tax advice. Actions based on the information it provides should not be taken without further consultation with a licensed tax professional. © 2010-2025

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