About Carson Group

Who We Are

Carson Group is a family of companies, led by Barron’s Hall of Fame advisor Ron Carson, committed to being the most trusted for financial advice and guidance through serving advisors and investors. We make the complex simple for advisors and the investors they serve.

Our history:

1983

Founded in 1983, Carson Wealth has grown to become a Barron’s Hall of Fame firm, serving clients through holistic financial planning, disciplined investment strategies, and proactive personal service.

1993

Founded in 1993, Carson Group Coaching is a leading national financial advisor coaching and resource program designed to help growth-minded advisors build their businesses through coaching support, tested tactics, and accountability that drive proven results.

2012

Founded in 2012, Carson Group Partners simplifies the complexity of running a wealth management firm by managing and executing marketing, compliance, technology, investment management, and operations for advisor firms.

What We Do

It’s about more than making a plan for the future. Carson is all about building experiences that drive loyalty and increase trust.
  • AX
  • CX
  • MX

Advisor Experience

You can stop wasting your time taking care of your business and get back to taking care of clients when you put Carson’s technology, service, investment management, compliance and marketing to work for you.

Client Experience

Provide your clients with a quality experience that will increase trust when you have a key place to identify their life goals, see their risk tolerance and tackle tasks that mean the most to them.

Marketing Experience

Communicate with scale through a feature rich web experience designed to reach your audience with your unique brand.

Why It Matters

Our mission is to make the complex simple for advisors and the investors they serve.

We strive to bring inspiration and innovation across every channel. We seek new experiences to create a community committed to helping one another challenge the status quo.

With every success, we look for ways to help those behind and beside us move forward. We’re creating credible content to coach, partner and align teams of people for maximum good.

80

Partner
Firms

36

States

101

Office
Locations

28,000+

Households Changed by Carson Group Partners

1,200

Carson Group Coaching Members

2,800+

Alumni

300+

Stakeholders

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…
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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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Carson in the News

Practice Management

Breaking Down The Basics Of HSAs

Posted on August 26, 2019
Health Savings Accounts (HSAs) might be the single most powerful tax-advantaged savings vehicle in the IRS tax code. You can deduct contributions, experience tax-deferred gains and withdraw money tax free…
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Carson in the News

Business Development

St. Louis’ Albritton Financial Services Partners with Carson

Posted on August 23, 2019
Omaha, NE – August 19, 2019 – Albritton Financial Services (AFS), a financial planning firm headquartered in St. Louis, Missouri, announced today that the team is fueling its growth by joining the…
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Carson in the News

Marketing

Carson Group Recognized as One of America’s Fastest Growing Private Companies for Third Consecutive Year

Posted on August 14, 2019
Omaha, August 14, 2019– Carson Group, a top financial services firm helping advisors and investors, today announced its third consecutive year on the Inc. 5000 list of America’s Fastest Growing…
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Carson in the News

Business Development

Newest Carson Partner is California’s Parsons Wealth Management

Posted on August 6, 2019
Omaha, NE – August 6, 2019 – Parsons Wealth Management, a financial planning firm that traces its roots back to the 1960s, today announced their decision to affiliate with Carson Partners and…
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Featured Videos

 

Featured Videos

Ronsense

Ronsense: Ron’s Goals in Year 55

Posted on August 28, 2019
Today, Ron Carson turns 55! In this Ronsense, he's sharing where he's spending his birthday and his goals. One of them is to further support charity: water. He's donating his…
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Featured Videos

Ronsense

Ronsense: Innovation Starts With Finding One Thing to Do Better

Posted on August 21, 2019
When you think about innovation, you shouldn’t only consider the biggest ideas. Sometimes, one small change can redefine an entire business. That’s why we host our RISE Innovation contest.
Watch Now!
 

Featured Videos

Ronsense

Ronsense: Live In The Moment

Posted on August 13, 2019
Today, Ron Carson reminds us to live in the moment. He’s in British Columbia, taking in nature in this Ronsense.
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