Carson Group announced today that Dan Reese, CFP®, of Avery Wealth, Inc., an independent wealth management firm based in Jackson, Mich. has joined Carson Group’s expanding network of partner firms. This partnership marks a significant milestone for Avery Wealth, enhancing its ability to deliver unparalleled service and innovative solutions to clients.
“We are thrilled to welcome Dan Reese and the Avery Wealth team into the Carson Group community,” said Burt White, CEO of Carson Group. “Their commitment to providing highly personalized service and always putting clients first aligns perfectly with our values and vision. By tapping into Carson’s expansive resources and network, Avery Wealth can focus even more energy on what they do best – helping clients achieve their most important financial goals.”
Led by President and Wealth Advisor, Dan Reese, CFP®, Avery Wealth manages $212M in client assets and has a dedicated team advisors and client services staff. Founded in 2003, Avery Wealth is an independent, fee-only firm dedicated to providing comprehensive wealth management services to individuals and families. While joining Carson Group’s network of partner firms across the United States, Avery Wealth will maintain its independence, brand, team and personal approach to serving clients.
“Joining Carson Group was an easy decision that allows us to stay true to our values while enhancing the services we offer,” said Dan Reese, founder of Avery Wealth. “Our clients will continue to work with the same trusted team, but now we will have access to Carson’s incredible support and resources Carson Group provides. This partnership means better technology, improved processes, and ultimately, better outcomes for our clients without sacrificing the personalized relationships they value so highly.”
Gregg Johnson, Caron Group’s National Sales Director, added, “The addition of Avery Wealth to our network exemplifies our focus on partnering with growth-minded advisors. Dan and his team are driven by a vision of continual improvement and expansion, making them a perfect fit for Carson Group. We are excited to support their journey as they leverage our resources to achieve greater growth.”
Carson Group currently manages $35 billion* in assets and serves more than 50,000 families among its advisory network of 150+ partner offices. For additional information, visit www.carsongroup.com.