Joseph M. Larsen, C.P.A., P.C.

Joseph M. Larsen, C.P.A., P.C. is an advisory firm based in Provo, Utah, led by Joseph Martin Larsen. The firm offers ongoing portfolio management services tailored to each client's specific goals, risk tolerance, and time horizon, generally limiting investment advice to mutual funds using modern portfolio theory and long-term strategies. In addition to portfolio management, the firm provides financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt and credit planning. The firm operates as a registered investment advisor and acts in the best interest of its clients when providing retirement advice. The principal owner also operates as an accountant, which may present potential conflicts of interest.