Alex Davis

Alex Davis is a Partner at Larson Financial Group in Indianapolis, overseeing comprehensive financial advisory services for individuals, families, and business clients. In this role, he specializes in crafting personalized investment strategies, leveraging his expertise in wealth accumulation, risk management, business succession, and tax-efficient portfolio construction. Davis's approach often incorporates alternative investments, real estate, and diversified asset allocation tailored to sophisticated investors.

Prior to joining Larson Financial in 2022, Davis advanced from Analyst to Director of Investment Operations at Midwest Wealth Management, where he gained significant experience managing investment operations and guiding clients through complex financial decisions. He played a pivotal role in the strategic merger between Midwest Wealth and Larson Financial, contributing his skills in corporate finance and strategic integration to expand service offerings and strengthen client outcomes.

Davis holds a bachelor's degree in Financial Counseling & Planning from Purdue University. His professional focus areas include alternative investments, portfolio risk management, and the integration of business, retirement, and estate planning for high-net-worth individuals and business owners. His leadership in navigating firm mergers and innovative investment solutions mark notable contributions to the regional financial services sector.