As the first quarter of 2025 comes to a close, the team at Carson Wealth Pella has been hard at work helping to ensure our clients remain on track with their financial goals. From tax season preparations to professional development and a few well-deserved breaks, here’s a look at what we’ve …
The Institute for the Fiduciary Standard has added four industry notables to its Board of Advisors, joining Vanguard founder John Bogle and Tamar Frankel, law professor at Boston University. The new advisory board members are former SEC Commissioner Luis Aguilar, noted advisor Omani Carson, …
Carson Wealth Management, one of the industry’s most influential planning firms with more than $8 billion in client assets under management and advisement, is luring in big clients and small ones, too. The strategic shift amounts to nothing less than a sea change pushed by the furious …
Long-term financial security is a goal most investors aspire to, yet accomplished individuals and families know that attaining this objective requires more than hard work and luck. Check out our free guide which discusses how a personalized and focused approach begins with determining your …
Director of Research, Brett Carson, is quoted in this Omaha World Herald article regarding the market in 2017. Omaha’s money managers and investing pros expect the Standard & Poor’s 500 to rise about 8 percent this year, boosted in part by tax and regulatory policies expected to be busi …
InvestmentNews named our Founder and CEO, Omani Carson, one of its 2016 Icons and Innovators. His unrelenting commitment to advance the profession of financial advice for the better and his passionate spirit for innovating the way financial advice is delivered are just a few reasons Ron stu …
For Omani Carson, founder and CEO of Carson Wealth Management Group, growing up on a farm in Nebraska provided the source of his innovative spirit. “We were always innovating,” he said. “I watched my dad do things [in farming] that were not conventional. People would make fun of him, but he …
