Larson Wealth Management

05/18/2026

We are very excited to have Deb Sheffer in our space beginning on Friday June 5th at 5:00pm for the LWM First Fridays with Deb Sheffer: Virginia Views Oil Paintings event!

05/15/2026

Instead of asking "Am I spending too much?" it may be worth asking something different:

"Does my plan account for how retirement changes over time?"

Check out our blog on dynamic retirement planning:

Many retirement plans are built on a quiet assumption: that spending stays roughly the same from year one to year thirty.It sounds reasonable. But research suggests that's not how retirement actually works — and planning around that assumption may create more anxiety than it prevents.

04/16/2026

We will not be hosting our monthly Retirement Series in Elkton next Thursday as our team will be serving at and attending the Rotary District 7570 Conference here in Harrisonburg April 23-26.

We are especially looking forward to hearing from David Beasley, former Executive Director of the World Food Programme, during the joint keynote with Rocco Forum Friday afternoon on the 24th at Atlantic Union Bank Center - James Madison University

Join us at District Conference by registering here:
https://www.rotary7570conference.com/

Your club thrives when its leaders are inspired. Join us April 23-26 to hear from world-class speakers like David Beasley and Ramesh Ferris. Early bird pricing ends March 15.

Register Today: http://d7570.org/dc2

03/16/2026

Our team is excited for the 2026 Valley Business Keynote!

🚀 Speaker Announcement: Eric Termuende at VBK 2026! 🚀

We are excited to announce that Eric Termuende will take the stage at Valley Business Keynote 2026.

Eric is the Co Founder of NoW of Work, author of Rethink Work, and an award winning speaker known for his research on leadership, workplace culture, and the future of work. His work explores what sets the world’s top performing teams apart and how organizations can build resilient, forward thinking workplaces.

Eric has advised leading brands including Amazon, Coca Cola, IBM, Zoom, and Toyota, helping leaders navigate change and build cultures where people and performance thrive. His insights have been featured in Forbes, Fast Company, and Inc., and he has been recognized as one of American Express’s Top 100 Emerging Innovators.

Join us on Thursday, July 30, 2026 at the Forbes Center for the Performing Arts for the Shenandoah Valley’s premier business and leadership event.

A huge thank you to Bank of the James and Eastern Mennonite University, our Speaker Sponsors, and to the Forbes Center for the Performing Arts, our Venue Partner.

Valley Business Keynote is brought to you by Jenzabar.

02/23/2026

Our team had a lot of fun at the VAIL Arctic Dip this year, as is evident in these great photos!

To learn more about VAIL you can checkout their website below:

https://govail.org/

02/19/2026

Our team is excited to join the 'Hypothermic Hustlers' at 1:00pm this Saturday at Sun Retreats Shenandoah Valley.

Come out to cheer us on and support VAIL at the 12th Annual VAIL Arctic Dip!

https://www.larsonwealthmgt.com/events

Get ready to take the plunge! ❄️🌊

The 12th Annual Arctic Dip is happening at Sun Retreats Shenandoah Valley and we can’t wait to see everyone brave the cold for a great cause!

🗓 Date: Saturday
⏰ Event Time: 11:00 AM – 2:00 PM
📍 Location: Sun Retreats Shenandoah Valley

Dippers will take the water in scheduled heats throughout the event to keep things safe, organized, and FUN! Be sure to arrive early for check-in, cheering, and plenty of excitement on the shore.

Whether you’re dipping or supporting from the sidelines, your participation helps make a difference. 💙

Who’s ready to make a splash?!

02/16/2026

We're excited to join these great local businesses in supporting local art.

Join us Friday March 6th for light refreshments and Tyler Kauffman, ART

02/04/2026

We are really excited to be able to steward Tyler Kauffman, ART's work in our office at 124 Newman Avenue in downtown Harrisonburg.

Join us and the many other businesses partnering with Arts Council of the Valley for First Fridays!

We will provide light snacks and drinks, our space is open to anyone who would like to chat with Tyler and enjoy his creations!

I’m honored to be the first artist showing at Larson Wealth Management as they join First Fridays in Harrisonburg!
After my recent focus on mural work, I’m revisiting pen and ink pieces from the archives, including the work shown here, one of my personal favorites, created years ago for Art Lotto. Alongside a few newer pieces, it’s a mix of old favorites and rarely seen work.
Come out this First Friday, enjoy the art, chat with me, and check out some of my favorites.

Every piece is for sale and looking for the right place to land.

01/07/2026

Our team is honored to partner with an organization like VAIL

Hope to see you out there!

❄️ Arctic Dip Sponsor Spotlight!

We’re excited to thank Larson Wealth Management for sponsoring this year’s Arctic Dip! Your support helps us take the plunge for a great cause and keep building community connections that matter.

💼 A trusted local financial planning & investment partner right here in Harrisonburg helping people build confidence in their financial future.
larsonwealthmgt.com

📈 Focused on clear, personalized financial planning, retirement strategies, tax guidance, and more to help clients feel confident about their goals.
larsonwealthmgt.com

🤝 Proud to walk alongside individuals with thoughtful guidance — from retirement planning to investment management.
larsonwealthmgt.com

Thank you Larson Wealth Management for your support and for helping us make a splash for good! 💦❄️

Hashtags to Boost Reach:

12/17/2025

Our team is full of gratitude. Thank you to all who attended our 2025 Christmas Celebration!

All the food was hand prepared by the Larson family!

Thaddeus Jackson set the tone with soft jazz, and handmade cocktails by local drink artist Sean McGovern kept the night flowing.

Did you get to stop by the hot chocolate station?