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Helping individuals to build, grow, and manage generational wealth

Welcome

My name is David Larson, I am your Private Wealth Manager

Maximize your return on life, today and tomorrow.

Retirement Strategy.

DL Financial Loan Consult build a strategy with your values, priorities and beliefs.

Integrity, transparency and stewardship

Core Principles

Guiding your wealth across generations

About

David Larson

Founder / Financial Planner

David Larson is a full service wealth management professional, with over 20 years of experience. Providing you with customized & devoted help at every stage of your financial journey.

He is a veteran in the financial and wealth management arena. He has a broad range of clients, his focus is on helping individuals, families, and institutions to attain and maintain financial independence and to accomplish their financial goals

He started his career in the late 1990's as a pension consultant. He later started his own financial advisory firm in 2016, DL Financial Loan Consult. David Larson holds a BSc in Business Administration, and MSc in Financial Management.

Hanks J. David

financial Analyst / Advisor

Hanks J. David has worked in financial services for over 16 years providing a range of financial planning solutions to individual and business clients.

His career began in the banking sector and he progressed into financial advice while at TSB and then went on to be an Independent Mortgage Adviser at Aberdein Considine in 2006.

Hanks J. David is a master at multi tasking, helping all our advisors with their admin, processing client reviews and helping with engagement. Hanks J. David believes this master skill is down to being the (very) proud dad of twin boys who certainly keep his on his toes.

Personal financial planning starts with a person.

One-On-One Financial Advice

DL Financial Loan Consult believe it's not just about money it's about your entire life. Professional one-on-one advice and personal financial planning to help you live the life you want. Our advisors are a partner in your corner.

Understand Your Mindset

    Your advisor goes deeper to see what shapes your view on money.

Your financial strategy

    Your advisor builds a plan based on your values, priorities, & beliefs.

Raising Capital

    Financing, distributing and securing capital is delivered with a tradition of personalized client service.

Our Perspective

    We know the strength of advice goes beyond financial advice. Explore insights from our thought leaders.

Services

Building legacy through unbiased research and advice

Wealth Strategy

We serve solely as an investment manager, providing our diverse client base with an uncommon level of transparency. You'll always feel included, have a strategy you understand, and a partner whose interests are aligned with yours.

Once we get a sense of your priorities and goals, we model them using our premium Wealth Forecasting System. It underpins our advice, and serves as a blueprint for how you'll invest.

Implementing investments

We offer a full suite of active, passive, and opportunistic strategies - including responsible portfolios - and also extend performance fees. Great financial success typically results in complexity. It's our job to help clients dimension that complexity, then design custom solutions that meet their needs.

An array of investment implementation options

Many turn to us for core solutions tailored to their broad financial goals and encompassing the full scope of their assets, business interests, and liabilities. Others opt for our innovative alternatives and focused equities, which allow individual clients to invest directly alongside institutions from around the world.

Alternative Investments

Our Alternatives and Focused Equities offer access to exceptional opportunistic investment implementation ideas uncovered by our in-depth global research in both public and private markets.

With our flexible investment platform, "clients not managers" are the center of attention. Whatever your situation, goals, and needs, we'll deliver the right mix of innovative investment implementation solutions for you.

Our clients are ready for customized investment, retirement, tax, and estate planning.

What We Offer

Book Consultation

I help my clients build and manage wealth

Get in Touch

Contact

Testimonials

What our client says

Clients