Full Acquisition
Sell your firm and find your freedom.
Built-in Exit Plan
When you decide to walk away, you’ll know your clients will have a seamless transition.
Client Growth
Free access to Carson Wealth’s multi-million-dollar New Client Engine for proven lead generation.
Established Infrastructure
Don’t waste time figuring out your operational systems and processes. It’s already done for you.
Benefits & Human Resources
No more figuring out benefits for your team – your part of Carson’s group benefit plan that includes medical, dental, vision, and much more.
Added Client Service Support
Our team is your team, and when it comes to client service, we’re here to support you.
Join an Exclusive Community
With more than 50 Carson Wealth (and dozens more self-branded) offices around the country, you’ll be part of a growing community committed to becoming the most trusted in financial advice.
When you join as a Carson Wealth office, you’ll have access to the entire ecosystem:
- Technology stack
- Compliance
- Operations
- Investment management
- HR support
- Marketing and lead generation
- M&A support
- Advanced financial planning
- Succession planning
- Business coaching & training
Plus
- Added administrative support
- National brand marketing
- Capital to invest back into your business
- Intensive M&A support
- Group benefits for you & your team
- Automatic exit plan
- Added client support
- Established infrastructure
- Greater access to the Carson leadership team
Other Ways to Join Carson
Grow With Carson
Join a Partner Firm
Minority Investment
Full Acquisition
Grow With Carson
Keep your practice and your brand, while getting the support you need to grow.
Join a Partner Firm
Focus 100% on your clients and growth, and ditch the headaches of running a firm.
Minority Investment
Keep control of your firm and get a capital infusion, succession plan & extra growth support from a national brand.
Full Acquisition
Favorable exit plan with an RIA that will care for your clients the same way you do. Stay on and run the practice, or take the next step in your freedom journey.
What’s Your Firm Worth?
Your next step starts with understanding your advisory firm’s value.
Start theValuationProcess
We take culture seriously at Carson. So before our dedicated M&A team works alongside you on your firm’s valuation, let’s see if we’re a fit.
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