Why Carson
Why Carson

Being a Carson Partner means both being independent and having access to world-class support.
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Run Your Business

Proven Processes, Great Platforms

Technology

Compliance

Operations

Investments

HR Support & Next Gen
Grow Your Business

Build Your Bottom Line

Marketing

M&A Support

Financial Planning
Love Your Business

Find Your Freedom

Delegate & Elevate

Succession Planning

Business Coaching & Training

Community
Community

Community

An inspiring network of growing financial advisors creating impact in their communities.
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Coaching

A Proven Roadmap

Executive Business Coaching

Carson Coaching Online
Group Coaching

Partners

Network With Peers

Growing a business is hard. But with the support of a network of peers -- and regular opportunities to learn from the strategies and tactics working in their own offices -- it gets a whole lot easier.

Events

Learn and Connect

Whether it's our big annual Excell Conference, our women in wealth management conference or a partners-only training webinar, we've got every need covered.

Community Impact

Make a Difference

At Carson, giving back is part of our core. And we not only say our partners should make a difference, but twice a year we honor partners who've done exemplary community service work.
Ways to Join

Ways to Join

Partnership options to suit your unique situation
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Coaching

A Proven Roadmap

Executive Business Coaching

Carson Coaching Online
Group Coaching

Partnership

Your Brand. Our Support.

To reach the next level of growth, you need to delegate and elevate yourself to CEO. We help do that while giving you the freedom to maintain full ownership.

Join a Partner

Tuck-in. Grow Together.

By joining an existing Carson Partner firm, you get to focus on the work you love without the burden of ownership.

Minority Investment

Control Plus Capital

Want national brand recognition and an infusion of capital? Explore taking on the Carson Wealth name while keeping a majority stake in your firm.

Full Acquisition

Sell Your Firm

Looking for a succession solution? When you sell your firm to Carson, you join a company with a mission to be the most trusted in financial advice.
About

About

Carson Group is an RIA and powerful platform for financial advisors to find their freedom.
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Team

Our Greatest Asset

We take pride in building the best team in the business, and our partners know that the industry thought leaders are working on their behalf.

Newsroom

Making Headlines.

When you do great work, people notice. See the latest examples of Carson's coverage in the national press.

Careers

Culture and Opportunity.

We're constantly on the lookout to help others grow in within their profession. Come learn about life at Carson.

Books

From Our Thought Leaders.

We don't just talk about our ideas — we write them down, too! Explore and get inspired by our latest published works.
Insights

Insights

Carson Group resources for financial advisors. Browse blogs, guides, books, podcasts, and more.
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Valuation Calculator

Know Your Business’ Worth

Interested in selling to or merging with another advisor? Our business valuation calculator can help you better understand your firm's value.

Framework

Practice Management Podcast

Exploring the financial services profession, talking with top names in the industry and tackling some of the biggest issues.

Facts vs. Feelings

Market Strategy Podcast

A deep dive into the market-moving events to cut through the noise and help you identify what really matters.

Investment Newsletter

From Our Thought Leaders

Stay on top of market trends with the Carson Investment Research Newsletter.
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News |

1 min

October 22, 2015

Building a Four Step Succession Planning Process

invesment news

Article by Carson Group

More than ever, elite financial advisers are focused on strategic initiatives such as succession planning. But why, and how can advisers take that next step? Watch as Carson Institutional Alliance Partner David McMenamin of Horizon Financial Group and Executive Coach Greg Opitz of Peak Advisor Alliance discuss the strategic approach to planning succession.

Investment News Gameday – Excell Fall 2015

For advisor use only. Not intended for client distribution.

News |

3 min

Carson Group Strengthens Partner Network with Addition of Roseville Duo

Article by Tori Renwick

Starting 2025 strong after a record breaking 2024 as one of the industry’s most acquisitive strategic buyers (Omaha, Neb – January 28, 2025) – Carson Group, a leading wealth advisory firm with more than $40 billion in assets under management, today announced a partnership with Jerod Wurm, CFP® Managing Partner, Wealth Advisor and Casey Frye, …

News |

2 min

Carson Group Acquires Carson Wealth Chicago

Article by Tori Renwick

A rapidly growing firm with more than $1 billion assets under management Omaha, Neb ( January 21, 2025) Carson Group, a leading wealth advisory firm with more than $40 billion in assets under management, today announced that its Carson Wealth Chicago location will transition to being wholly owned by Carson Group. The latest strategic partnership …

News |

3 min

Carson Group Brings on California-Based Advisors Kiho Choi and John Dunphy

Article by Tori Renwick

Firm to rebrand as Twin Pines Wealth Management and join Carson Group as a direct partner Omaha, Neb ( January 16, 2025) Carson Group, a leading wealth advisory firm with more than $40 billion in assets under management, today announced California-based advisors Kiho Choi and John Dunphy will join the platform and rebrand as Twin …