Niche AUM focus Target Larsen Financial Management as a boutique, high-touch investment advisory with potential for scalable technology-enabled services to support growth beyond a solo operator model.

Compliance and licensing Leverage opportunities around securities licensing and investment advisory offerings, given their current state licenses and the need to expand to additional jurisdictions and products.

Technology stack Propose modernization and security enhancements aligned with their cloud-based infrastructure (Google Cloud, CDN, Nginx) to improve client experience, onboarding, and data protection.

Digital presence Assist in bolstering online credibility and client acquisition through a polished website, client portal, and marketing automation to attract potential investors and scale outreach.

Strategic partnerships Offer partnerships with custodian, fintech integrations, and asset management platforms to expand product capabilities, reporting, and advisor efficiency for a growing but lean operation.