Advice Simplified.

You Deserve a Better Way to Grow Your Advisory Firm

We’re here to help you simplify the way your practice engages technology, compliance and marketing, and give you the investment support you need. It’s time to grow on your terms.

Built for Client-Centric Advisors & the Investors They Serve

Focus on Your Clients

  • Act as a true fiduciary
  • No sales quotas
  • Give advice on your terms

Own Your Business

  • Focus on being a CEO, we’ll handle the rest of the C-suite
  • Best-in-class technology for a seamless client experience
  • Full service investment and marketing teams

Take Back Your Life

  • Gain time to spend on your clients, doing what you do best
  • Prospect-centric web and lead acquisition experience
  • Proven marketing techniques and efficient compliance

Where Do You Want to Take Your Firm?

As a Carson Partner, your firm is still your firm – we give you the tools you need to compete and grow as quickly as you want.

Trusted by the Nation’s Fastest Growing Advisors

See Our Partners

“The depth of team and resources that were in place when I joined put me in a position where I feel like I could compete with anyone.”

Scott Ford

Founder & CEO
Cornerstone Wealth Management Group – Hagerstown, MD

“When it came to good, effective marketing, I didn’t know what I didn’t know. Today, clients seek us out because of our active social media presence and website content.”

Michael David

Founder & CEO
Carson Wealth - Southwest - Amarillo, TX

“When we joined Carson, I feel like we hit the fast-forward button, and we’ve now got technology, resources, and human capital that it would have taken me at least 10 to 15 years to build out on our own.”

Tim Bearden

Founder & CEO
Stonebridge Financial Partners – Bingham Farms, MI

Simplify Your Firm. Simplify Your Life.

Marketing

Solutions Designed for Growth

Investments

Access to In House & Outside Investment Management/ Strategies

Technology

A Single Pane of Glass for You & Your Clients

Succession Planning

Find the Right Strategic Successor, Address Your Own Retirement & Structure Your Business to Maximize Value

Compliance

Committed Compliance & Legal Teams for Support & Simplicity

Carson in the News

Carson in the News

Practice Management

Carson Partner Pangea Wealth Expands to New England with Retirement Plan Consultant Kevin Cicci

Posted on September 13, 2019
Omaha, NE – September 12, 2019 – Pangea Wealth, an Arizona-based wealth management and workplace retirement plan consulting firm, announced today that retirement plan consultant Kevin Cicci and his team will partner…
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Carson in the News

Practice Management

Carson Wealth Leading the Way for Those Living with Crohn’s & Colitis

Posted on September 5, 2019
The Nebraska Chapter of the Crohn’s & Colitis Foundation will host its annual Night of Champions Gala on November 2, 2019, at 6 p.m. at the Omaha Marriott Downtown in…
Learn More!

Carson in the News

Business Development

$70M AUM Advisor Beth Walker Joins Carson Wealth

Posted on August 27, 2019
Omaha, NE – August 26, 2019 – Beth Walker, an advisor who has specialized in financial strategies for families with college-bound children and author of Never Pay Retail for College, today announced…
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