https://www.25advisorservices.com/home daily 1.0 2025-03-27 https://images.squarespace-cdn.com/content/v1/5faaa80e9c507d39108c005c/1607441515069-0JMZ5I8W2AABRIZ0E0OO/Time+and+money.png Home - OUR PROMISE We promise to provide turnkey practice management solutions to help advisors achieve more of both time and money. https://images.squarespace-cdn.com/content/v1/5faaa80e9c507d39108c005c/1607441431134-CM3FF3RB8FW0OUUVGM1H/Our+Team.png Home - OUR TEAM With over 25 years of collective experience, Jeff and Randy Larson have been providing specialized services to advisors with sound strategies and exceptional performance. https://images.squarespace-cdn.com/content/v1/5faaa80e9c507d39108c005c/1607439701889-X3FJ87II4AB72GPNBRJY/Our+Stable.png Home - OUR STABLE of services From back office support to traditional and alternative investment management, we will take care of you. You take care of your clients, leave the rest to us. https://images.squarespace-cdn.com/content/v1/5faaa80e9c507d39108c005c/1605204912782-DLY8C99LVS37XGCKKPXA/Our+Services.png Home - OUR Strategy From work horses like stocks and bonds to race horses like alternative investment opportunities, our stables offer a wide variety of investments that cater to our client’s unique needs and goals. https://images.squarespace-cdn.com/content/v1/5faaa80e9c507d39108c005c/aa345d32-8829-4cdb-8283-af2af37b5bf8/NordPass+Logo+%281%29.png https://images.squarespace-cdn.com/content/v1/5faaa80e9c507d39108c005c/9f06729b-d844-48dd-a9c6-403ddb7f1faa/MGP+Logo+%281%29+%283%29.png https://images.squarespace-cdn.com/content/v1/5faaa80e9c507d39108c005c/bb687b8a-1813-4002-8c07-4370cd9e5b17/AltExchange+Logo+%281%29+%282%29.png https://images.squarespace-cdn.com/content/v1/5faaa80e9c507d39108c005c/e73ed4bc-d05b-4ba0-914b-d2f4118b966c/Salesforce+Logo.png https://images.squarespace-cdn.com/content/v1/5faaa80e9c507d39108c005c/2f473726-628b-45f0-89ed-a08d2faf9066/Holistiplan+Logo.png https://images.squarespace-cdn.com/content/v1/5faaa80e9c507d39108c005c/c6e9040e-14f6-40b1-9d7a-4ca6e3c89cce/Sharefile+Logo.png https://images.squarespace-cdn.com/content/v1/5faaa80e9c507d39108c005c/e5a89ba5-fee3-4843-a7c8-89dc51130c76/Schwab+Logo+%281%29.png https://images.squarespace-cdn.com/content/v1/5faaa80e9c507d39108c005c/6ca25604-6d46-4540-a81a-962fa8b2773a/AIX+Logo+%282%29.png https://images.squarespace-cdn.com/content/v1/5faaa80e9c507d39108c005c/34774a31-e9f2-4f4d-9a26-27187345dd17/Orion+Logo+%282%29.png https://www.25advisorservices.com/team daily 0.75 2023-08-16 https://images.squarespace-cdn.com/content/v1/5faaa80e9c507d39108c005c/1607442542931-AJQVAGVZ4VK904QZNJMB/Screen+Shot+2020-11-12+at+12.27.20+PM.png Team - Randy Larson j.d., ll.m., cfp Partner Randy is a trusted resource for doctors and high-net-worth individuals and families, offering comprehensive financial planning as well as rare alternative investment opportunities for his clients. Randy earned his J.D. and LL.M. in Taxation from Washington University in St. Louis. Randy is a Certified Financial Planner® as well as a Missouri-licensed attorney. In addition to co-founding 25, he founded The Larson Law Firm, LLC, practicing in the areas of estate planning, business law, and asset protection for physicians and dentists. When Randy is not playing with his five children or going on a date night with his wife, he enjoys riding his dirt bike and studying theology and philosophy. View this investment professional on BrokerCheck by FINRA. https://images.squarespace-cdn.com/content/v1/5faaa80e9c507d39108c005c/1605205726093-8QKSES5OVYWT6Z3C4KKB/Screen+Shot+2020-11-12+at+12.27.36+PM.png Team - jeff larson Tobias Keene, D.D.S. Hailing from Richmond, Virginia, Dr. Tobias Keene brings a bit of unabashed Southern hospitality to all his patients. He moved to Washington, D.C. over thirty years ago as a freshman at Ivy College. Right after graduation, he attended World University’s School of Dentistry. Before opening Keene Dental in 1994, he worked for free clinics and some of the finest practices in the District. He is part of the 123 Dental Association and stays up-to-date on the latest dental discoveries. When not striving to keep his patients happy and healthy, he’s enjoys hiking with his family in Rock Creek Park. https://www.25advisorservices.com/services daily 0.75 2023-08-16 https://images.squarespace-cdn.com/content/v1/5faaa80e9c507d39108c005c/1606321993223-LXZO24CIKOAIUNF5RV8T/Internal+and+Client-Facing+Performance+Reporting+Image.png Services - Internal and Client-Facing Reporting With a wide range of interactive and customizable reports you’ll have the information you need in the format you desire. The 25 Advisor Services platform offers robust reporting related to holdings, transactions, performance, and asset allocation. https://images.squarespace-cdn.com/content/v1/5faaa80e9c507d39108c005c/1606322303776-M64MZJ6QD2URHVDQB58Z/Accounting+IMage.png Services - Account reconciliation & maintenance We ensure that the best possible data quality flows seamlessly from each custodian and data aggregator so that you can manage your accounts with the utmost accuracy and confidence. https://images.squarespace-cdn.com/content/v1/5faaa80e9c507d39108c005c/1606321788030-QNGHC5PEN50CSA2IPEYG/Billing+Image.png Services - billing 25 Advisor Services offers a wide variety of customizable tools in order to simplify and systematize your firm’s billing needs. With tools such as multi-tiered calculation, post-fee reconciliation, personalized statements, and revenue tracking, your billing process will be totally streamlined. https://images.squarespace-cdn.com/content/v1/5faaa80e9c507d39108c005c/1606322559521-P7IMQ1CM3WSY6ASIFSX7/Tax+Rebalancing.png Services - Tax-Efficient Rebalancing At your direction, maximize your client’s after-tax returns, 25 Advisor Services rebalances comprehensively at the relationship level in order to purchase income assets in your tax-deferred accounts and high growth assets in tax exempt accounts while simultaneously satisfying your client’s risk objective. https://images.squarespace-cdn.com/content/v1/5faaa80e9c507d39108c005c/1606322661031-20JGDI09XZLR2U5EM3IG/Alt+Investment+Maintainance.png Services - Alternative Asset Management Diversifying a portfolio beyond traditional assets can be tricky to navigate. We offer comprehensive alternative asset management so that the complexities of navigating compliance, reporting, and raising capital can be managed with ease. https://www.25advisorservices.com/about daily 0.75 2023-08-16 https://images.squarespace-cdn.com/content/v1/5faaa80e9c507d39108c005c/1606328256093-YEBN6LBX4GGVYXQVHPGC/Time+is+Money About https://www.25advisorservices.com/connect daily 0.75 2025-03-26 https://www.25advisorservices.com/appointment daily 0.75 2020-11-25 https://www.25advisorservices.com/new-page daily 0.75 2023-08-16 https://images.squarespace-cdn.com/content/v1/5faaa80e9c507d39108c005c/40e90419-3acb-4dc2-980e-354efc242146/1.png Practice Onboarding https://images.squarespace-cdn.com/content/v1/5faaa80e9c507d39108c005c/9baa59da-f239-479b-bac4-4d014bd9e3a4/2.png Practice Onboarding https://images.squarespace-cdn.com/content/v1/5faaa80e9c507d39108c005c/9c1c5343-3b6c-4a51-b11b-2db5248ed48b/3.png Practice Onboarding