Why Carson
Why Carson

Being a Carson Partner means both being independent and having access to world-class support.
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Run Your Business

Proven Processes, Great Platforms

Technology

Compliance

Operations

Investments

HR Support & Next Gen
Grow Your Business

Build Your Bottom Line

Marketing

M&A Support

Financial Planning
Love Your Business

Find Your Freedom

Delegate & Elevate

Succession Planning

Business Coaching & Training

Community
Community

Community

An inspiring network of growing financial advisors creating impact in their communities.
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Coaching

A Proven Roadmap

Executive Business Coaching

Carson Coaching Online
Group Coaching

Partners

Network With Peers

Growing a business is hard. But with the support of a network of peers -- and regular opportunities to learn from the strategies and tactics working in their own offices -- it gets a whole lot easier.

Events

Learn and Connect

Whether it's our big annual Excell Conference, our women in wealth management conference or a partners-only training webinar, we've got every need covered.

Community Impact

Make a Difference

At Carson, giving back is part of our core. And we not only say our partners should make a difference, but twice a year we honor partners who've done exemplary community service work.
Ways to Join

Ways to Join

Partnership options to suit your unique situation
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Coaching

A Proven Roadmap

Executive Business Coaching

Carson Coaching Online
Group Coaching

Partnership

Your Brand. Our Support.

To reach the next level of growth, you need to delegate and elevate yourself to CEO. We help do that while giving you the freedom to maintain full ownership.

Join a Partner

Tuck-in. Grow Together.

By joining an existing Carson Partner firm, you get to focus on the work you love without the burden of ownership.

Minority Investment

Control Plus Capital

Want national brand recognition and an infusion of capital? Explore taking on the Carson Wealth name while keeping a majority stake in your firm.

Full Acquisition

Sell Your Firm

Looking for a succession solution? When you sell your firm to Carson, you join a company with a mission to be the most trusted in financial advice.
About

About

Carson Group is an RIA and powerful platform for financial advisors to find their freedom.
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Team

Our Greatest Asset

We take pride in building the best team in the business, and our partners know that the industry thought leaders are working on their behalf.

Newsroom

Making Headlines.

When you do great work, people notice. See the latest examples of Carson's coverage in the national press.

Careers

Culture and Opportunity.

We're constantly on the lookout to help others grow in within their profession. Come learn about life at Carson.
Insights

Insights

Carson Group resources for financial advisors. Browse blogs, guides, books, podcasts, and more.
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Valuation Calculator

Know Your Business’ Worth

Interested in selling to or merging with another advisor? Our business valuation calculator can help you better understand your firm's value.

Framework

Practice Management Podcast

Exploring the financial services profession, talking with top names in the industry and tackling some of the biggest issues.

Facts vs. Feelings

Market Strategy Podcast

A deep dive into the market-moving events to cut through the noise and help you identify what really matters.

Investment Newsletter

From Our Thought Leaders

Stay on top of market trends with the Carson Investment Research Newsletter.
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Investments |

1 min

January 20, 2023

2023 Market Outlook Highlights

Article by Carson Research

Carson Partners’ Ryan Detrick shares key events we saw in the past quarter and how we think they’ll affect markets in 2023. Contact us to speak with a financial advisor.

Investments |

7 min

More Chaos, but That Shouldn’t Be a Surprise

Article by Sonu Varghese

Thursday, June 12, has been a tragic and exhausting day. It started with the terrible crash of an Air India flight in India, killing over 250 people—the worst aviation disaster in India since 1996. Then the day ended with Israel striking Iran, targeting their nuclear program and killing several top Iranian military officials (including the …

Investments |

4 min

Welcome to the Start of a New Bull Market?

Article by Ryan Detrick

“The more things change, the more they stay the same.” French writer Jean-Baptiste Alphonse Karr What a run stocks have been on the past two months! We came into this year with everyone all bulled up after back-to-back 20% years, then stocks tanked in historic fashion after Liberation Day, so those same bullish Strategists and …

Investments |

5 min

11 Charts That Explain the Housing Strain

Article by Sonu Varghese

The May payroll report showed that labor markets remain OK, at least on the surface. As I wrote in my payroll blog, there’s weakness under the hood, but surface resiliency means the Federal Reserve (Fed) is likely to stay on pause for a lot longer—unless the unemployment rate really picks up, and then we have …