AHC Advisors, Inc.
Fee-Only Financial Advisor serving the St. Charles and Des Moines, IA.
In 1995, he built upon his experience and founded AHC Advisors, Inc., with a focus on being a trusted fiduciary advisor to pension funds, individuals and business clients. He built his financial planning company on the foundation of being a fee-only investment advisor from the start. This enables AHC to deliver completely independent and objective investment advice and financial planning services. AHC serves clients in the suburbs of Chicago, locally in Saint Charles, Geneva, and Batavia. AHC also has an office in Des Moines, Iowa.
Professionally, Craig serves as the President of the Financial Planning Association (FPA) of Illinois. The FPA of Illinois is the largest Financial Planning Association chapter in the country with nearly 1000 members. He also is a member of the National Association of Professional Financial Advisors (NAPFA). Craig is a CFP® Professional and a Chartered Financial Consultant.
Craig is member of the National Association of Personal Financial Advisors and the Financial Planning Association. Both of these organizations advocate helping investors by requiring that anyone that calls themselves out as a financial planner is held to a Fiduciary standard. In fact, both the FPA and NAPFA, along with the CFP Board have long advocated that financial planners should be held to a fiduciary standard at all times.
CFP professionals are required pass both a comprehensive 10 hour, two day, CFP® Certification Examination, and the CFP Board’s Candidate Fitness Standards, as well as agree to abide by CFP Board’s Code of Ethics and Professional Responsibility which puts clients’ interests first. CFP® certificants are required to complete 30 hours of continuing education every two years.
As a member of NAPFA, Craig is required to submit a comprehensive financial plan for peer review and complete 60 hours of continuing education in six subject areas every two years. A NAPFA-Registered Financial Advisor must sign and abide by the NAPFA Fiduciary Oath, a commitment to working solely in the client’s interest at all times.
Starting in early 2006 he organized and led several week-long trips to Louisiana to help rebuild following Hurricane Katrina. Craig enjoys spending time with his family as well as making wine and learning to play guitar in his free time.
Craig Larsen is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
AHC was founded in 1995 and is an SEC registered investment advisor. As a Fee-Only investment company, AHC Advisors will act as a fiduciary to you at all times. This means we will always put your interest ahead of all others, including our own. We will deliver unbiased, objective and independent investment advice that provides you with a roadmap to help you achieve your goals.
We offer you a simplified, and holistic approach to managing your finances, but our process is grounded in the most sophisticated research on the financial markets.
Our mission is to partner with our clients as they plan for their future. As a fee-only financial planner we will strive to enhance our clients’ lives by providing unbiased and objective financial advice to help them achieve their personal and financial goals. We will employ sophisticated and personalized holistic financial planning and wealth management services tailored to meet the unique needs of each client and their families. We will deliver these expert services as a fiduciary, always putting our clients interests first, ahead of all other interests, including our own.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Craig Larsen is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Craig Larsen is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Craig Larsen is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Craig Larsen is a Chartered Financial Consultant® (ChFC®)
Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.
Contact Craig Larsen
303 N. Second Street
St. Charles, IL 60174
699 Walnut St.
Des Moines, IA 50309