Specializing in Pre-Retirement Planning and Entrepreneurial Wealth
Max Larson specializes in pre-retirement planning, working with individuals who have built their wealth through entrepreneurial and innovative ventures. He creates personalized, comprehensive financial plans that provide a clear path to achieving financial goals both before and during retirement. By focusing on wealth preservation, strategic investment management, and retirement income planning, Max helps his clients transition confidently into their next chapter.
Originally from Minnesota, Max now proudly calls Utah home. After graduating from the University of Utah, he launched his career at Morgan Stanley before joining Voyager Wealth Advisors. He values the personal nature of his work and is passionate about building lifelong relationships with his clients. As a Financial Advisor, he holds Series 7 and 66 licenses, ensuring he can provide comprehensive investment guidance tailored to each client’s needs.
Who Max Works With:
- Entrepreneurs and business owners planning for financial independence
- Pre-retirees seeking a clear roadmap to retirement security
- Innovative wealth builders looking for customized financial strategies
Looking for a financial partner to guide your pre-retirement journey?
