Carson Wealth Acquires Stake in its First Missouri Location
Minority investment helps firm’s vision to expand Carson Wealth is adding its first location in Missouri with the addition of Nevada-based White Ember Financial Planning. Carson is acquiring an equity stake in White Ember Financial Planning, which has $117 million in assets under management …
Carson Group Acquires $200M AUM Waltham Firm
Carson Group today announced the acquisition of Northface Capital Holdings, LLC, a full-service financial planning and wealth management firm with $200 million in assets under management. The Northface team, now led by Chris Tobey, sold its ownership in the firm to Carson for several reason …
Financial Planning for a Life on Purpose: Jamie Hopkins & Ron Carson Release New Book
Ron Carson, founder & CEO of Carson Group, and Jamie Hopkins, managing partner of wealth solutions, will release their latest book, “Find your Freedom: Financial Planning for a Life on Purpose” on November 22.
Pella Financial Planning Professionals Join Carson Wealth
A Pella financial planning and wealth management team has announced a new partnership with Carson Partners and the formation of a new Carson Wealth office, located at 702 Washington St. The Pella team brings decades of experience serving clients in the financial industry. Led by managing pa …
COVID’s Financial Toll Isn’t What You Think
By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions Just a few years ago, Rose retired with a decent-sized 401(k). With some careful budgeting and a part-time job, her retirement finances were on track. Rose was looking forward to traveling, reigniting her passion …
Carson Group Adds $800M AUA Karn Couzens & Associates to Growing Partner Network
Karn Couzens & Associates, Inc., a full-service financial planning and wealth management firm with offices in Farmington and Wallingford, Conn. announced today that it is joining Carson Wealth. The 10-person team is led by managing directors and wealth advisors, Robert A. Karn, JD, LLM, …
Emerging Financially Healthy After a Gray Divorce
By: Erin Wood, CFP®, CRPC®, FBS®, Senior Vice President, Financial Planning, Carson Group Laura and Caroline are in their late 50s. Friends since meeting at a playgroup for their toddlers, both were in long-term, seemingly happy marriages.
Tom Commander & Tim McNamara Join Carson Wealth’s Napa Office
Carson Wealth in Napa, California, announced that wealth advisor, Tom Commander and senior planner, Tim McNamara are joining Kent Kuhlmann’s team and adding to the firm’s expanding footprint in Northern California.
Signal Wealth Advisors Rebrands to Carson Wealth
Salt Lake City, Utah (Feb. 9, 2022) — Signal Wealth Advisors, a full-service financial planning and investment firm based in Salt Lake City, announced today that it is rebranding to Carson Wealth. The 14-person team, led by managing partners and wealth advisors Duane Toney CPA, PFS and Thom …
Carson Wealth Named a 2022 Best Places to Work for Financial Advisers by InvestmentNews
OMAHA, Neb., February 7, 2022 – Carson Wealth has been recognized as a 2022 Best Places to Work for Financial Advisers by InvestmentNews. Carson Wealth was chosen as one of this year’s top 75 based on employer and employee surveys delving into everything from company culture, benefits …
Carson Group, Financial Technology & Services Leader, Selects Bain Capital as Strategic Partner
Carson Group, one of the fastest-growing financial technology and services firms in the country, today announced that it has received a strategic investment from Bain Capital, valuing the business over $1 billion.
