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.

120

PARTNER FIRMS

300 +

TOTAL ADVISORS

38

States

130 +

OFFICE LOCATIONS

41,000+

HOUSEHOLDS SERVED

366+

CARSON COACHING MEMBERS

2,800 +

CARSON COACHING ALUMNI

Carson in the News

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 …

news Business Development

Carson Group Tops $20 Billion in Assets

Posted on February 7, 2022
Attributes achievements to the growth of partner firms and the ability to help advisors deliver personalized service to more than 40,000 families Omaha, Neb. – February 7, 2022 – Carson Group, …
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Framework Podcast

Blog Podcast

Ann Garcia: Helping Families Pay for College

Posted on May 16, 2022
Student loan forgiveness is a hot topic, but not a new one. Neither is the idea of free college. Many people with young kids think they don't need to …

Blog Podcast

Lorne Jenkins: Money Lessons Designed to Empower

Posted on May 9, 2022
What would the world be like if kids graduated high school understanding how money works and how to take control of their personal finances? It's a question Lorne Jenkins, …

Blog Podcast

Louis Barajas: Breaking Down Barriers to Wealth Creation

Posted on May 2, 2022
Louis Barajas is on a mission to break down cultural and socioeconomic barriers to ensure the CFP industry reflects – and serves – the entire population. It's a journey he …

Blog Podcast

Terence ‘Bud’ Crawford: Fighting for Change

Posted on April 25, 2022
Ranked one of the world's best pound-for-pound boxers, Terence "Bud" Crawford was born to fight. His father, grandfather and an uncle were all amateur boxers. The late, great boxing …

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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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