About Carson Group

Who We Are

Carson Group is an entire ecosystem dedicated to help advisors better serve their clients and grow their firm. Advisors are able to unleash their firm’s full potential either through Carson Coaching, one of the largest advisor coaching programs in the nation, or by joining Carson Partners to receive industry leading marketing, technology, compliance, investments, succession planning and mergers & acquisition support.

Our History

1983

Carson Wealth

Founded in 1983 by Ron Carson, Carson Wealth has grown to become a Barron’s Hall of Fame advisory firm with offices spread across the United States. Carson Wealth is dedicated to helping clients pursue their definition of true wealth through holistic financial planning, disciplined investment strategies, and proactive personal service.

1993

Carson Coaching

Carson Coaching is one of the largest advisor coaching networks in the country, with over 2,500 alumni using our proven strategies to grow their firms. Our coaches and our online learning hub help advisors grow on their own terms, serve their clients with integrity and leave a lasting impact.

2012

Carson Partners

Carson Partners helps advisors unleash their full potential by breaking free of the bureaucracy that slows their progress. Partner firms are plugged into an entire ecosystem of marketing, technology, compliance, investments, and mergers and acquisitions support.

What We Do

Simply put, we exist to help you unleash your firm’s full potential. Whether you’re searching for a marketing strategy that actually brings in leads, want to get out of a compliance wasteland of slow reviews and poor processes, need investment strategies that fit into your planning philosophy, are searching for acquisition opportunities, or want to join an exclusive advisor community, we are here for you.

We Help Advisors

Cut Through the Red Tape

In a highly regulated industry, there is already enough complexity. Break through the bureaucracy of your broker-dealer and find a compliance solution that provides guardrails, not speedbumps.

Grow Without Restraints

When you lack the time and resources to properly market your business, you can’t expect to grow. Our team of 30-plus marketing professionals delivers a proven marketing strategy with the website, content and automation to help you grow.

Modernize Your Business

The cost of technology alone is enough to keep many firms in the dark ages of financial services. We provide a tech stack to all partner firms that not only increases operational efficiency, but wows your clients in the process.

Why We Exist

Your clients deserve an experience that not only proves your value as an advisor – but leaves a lasting impression as they work toward retirement and beyond. We strive to help you deepen that bond with your clients and find new clients to build relationships with.

We all put our clients’ best interests first. We equip you to take it a step further and anticipate their needs before they even know those needs exist. That’s the power of a nationwide partnership of advisors – we are better together.

131

PARTNER FIRMS

380+

TOTAL ADVISORS

36

States

130+

OFFICE LOCATIONS

52,000+

HOUSEHOLDS SERVED

495+

CARSON COACHING MEMBERS

2,800+

CARSON COACHING ALUMNI

Carson in the News

news Business Development

Carson Group Adds $200 Million Pennsylvania Firm to Partner Network

Posted on June 15, 2022
Carson Group successfully transitioned Diamond Wealth Advisors to its growing network of partners. The Carlisle, Pennsylvania-based financial planning and wealth management firm was the most recent to join Carson …

news Business Development

Carson Group’s Excell Conference Recognized for Commitment to Diversity in Financial Services

Posted on April 8, 2022
Carson Group is proud that Excell 2021 has been recognized for its commitment to representation by Choir, a diversity platform focused on amplifying the voices of financial professionals who …

news Business Development

Carson Group Hires Burt White as Managing Partner, Chief Strategy Officer

Posted on April 5, 2022
White will join Carson’s executive leadership team and fill a seat on Carson’s Board Omaha, NE, April 5, 2022 – Carson Group, one of the fastest-growing financial services firms …

news Business Development

Carson Group Recognized on Inc. Magazine’s List of the Midwest Region’s Fastest-Growing Private Companies

Posted on March 16, 2022
Inc. magazine announced that Carson Group is No. 118 on its third annual Inc. 5000 Regionals Midwest list, the most prestigious ranking of the fastest-growing private companies based in …

news Business Development

Carson Coaching Named FPA’s Official Coaching Partner

Posted on March 8, 2022
First-of-its-kind partnership aims to help financial planners grow their practices faster and run them more successfully. DENVER (March 8, 2022) – Today, the Financial Planning Association® (FPA®), the leading …

news Business Development

Abby Wambach, Lauren Simmons and Tucker Bryant to headline the 2022 Excell Conference

Posted on March 7, 2022
37th edition of the conference is expected to draw more than 1,500 attendees Omaha, Neb. – March 7, 2022 – Recognized as one of the best conferences for financial advisors1, …

news Business Development

Carson Group Appoints First-Ever Chief Technology Officer Nimesh Patel

Posted on February 16, 2022
 Tech expert brings an extensive background in scaling innovation, product development and growth strategy to his role   Omaha, Neb., February 16, 2022 – Carson Group, one of the fastest-growing financial …
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Framework Podcast

Blog Podcast

Dr. Howard Liu: Reconnecting for Better Mental Health

Posted on July 5, 2022
Dr. Howard Liu has had a front-row seat to the mental health impacts of the pandemic through his work as a child psychiatrist and Chair of the University of …

Blog Podcast

Anthony Zhang: Turning Challenge into Opportunity

Posted on June 27, 2022
Serial entrepreneur Anthony Zhang launched his latest venture, Vinovest, a fintech for fine wine investing, in 2020, just before the pandemic took hold. The stock market soon fell 30%, …

Blog Podcast

Dr. Richard Thaler: The Psychology Driving Our Money Decisions

Posted on June 24, 2022
Why do we make the decisions we do when it comes to money? In today's episode of Carson Group and PIMCO's Retirement Income Series, behavioral economist Dr. Richard H. …

Blog Podcast

Christine Benz: Breaking Down Retirement Income Planning Strategies

Posted on June 24, 2022
What philosophy guides your clients' retirement income planning? In today's episode of Carson Group and PIMCO's Retirement Income Series, Christine Benz, Morningstar's Director of Personal Finance, explains the key …

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Move Your Firm Forward

Taking one step means you’re moving forward. Start the conversation today to find out how Carson Partners pairs with your business. Fill out the form to discuss how you can unleash your firm’s potential.
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