A firm built to put
families first.
Education first. Fiduciary always. A team — not a salesperson — around your family’s plan.
Preparedness creates confidence.
The Principles We Brought from the Fire ServiceShaped by service
Understand the situation. Identify the risks. Build a plan. Coordinate the right professionals. Prepare before a problem becomes an emergency.
We do not simply manage money. We help families create stronger, more coordinated financial lives.
Fiduciary, for every client
As an investment adviser, we are committed to putting our clients’ interests first. It isn’t simply a slogan; it’s the model we chose when we built FirstLine Financial.
Education comes first, so you build the confidence to make better decisions for your future.
The people behind the firm
Ryan Larson
Ryan Larson founded FirstLine Financial with one belief: true wealth management goes beyond investments. Following a 24-year career with the Phoenix Fire Department, Ryan built FirstLine around the same principles that guided him in public service—preparation, trust, accountability, and protecting what matters most.
Today, Ryan leads families through every stage of their financial journey using FirstLine's Fiscal Home® philosophy, coordinating investments, retirement, tax planning, estate planning, insurance, and legacy strategies into one comprehensive plan.
In addition to advising clients, Ryan is an entrepreneur and real estate investor, bringing a broad perspective to the complex financial decisions families face. His mission is to help clients gain clarity, make confident decisions, and help families plan for the preservation and transfer of wealth across generations.
Kate Larson
Kate Larson is the Co-Founder and Director of Operations at FirstLine Financial, where she oversees the firm's operations, client experience, branding, and strategic initiatives. Working alongside Ryan, she has helped shape the vision behind FirstLine's Fiscal Home® philosophy by designing the systems, processes, and client journey that bring it to life.
With a background in branding, marketing, and business operations, Kate is passionate about creating meaningful client experiences while continually improving the firm's technology and workflows. Her focus is ensuring every client interaction reflects FirstLine's commitment to service, trust, and long-term relationships, allowing families to navigate their financial lives with confidence and clarity.
The specialists around your plan
No single advisor can master every discipline your wealth touches. FirstLine operates as the coordinating hub of a professional network — the right specialist, on the right problem, under one written plan.
Estate Planning Attorneys
Wills, trusts, and powers of attorney — coordinated with your accounts, not drafted in a vacuum.
CPAs & Tax Strategists
Tax professionals working from the same playbook, so the plan matches the return.
Insurance & Risk Specialists
Protection and income solutions through FirstLine Wealth Management LLC and selected carriers.
Institutional Partners
Custodians, research, and structured solutions once reserved for institutions.