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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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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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.

Books

From Our Thought Leaders.

We don't just talk about our ideas — we write them down, too! Explore and get inspired by our latest published works.
Insights
Get Started

News |

1 min

March 3, 2020

Alternate Strategies for Stretch IRA

Article by Carson Group

There are still moves that IRA owners can make to help ease the transfer of their legacy to their chosen beneficiaries and save some money from the taxman.

Full article on Kiplinger

News |

4 min

Empowering Change: Carson Group’s 2023 Report on Women in Wealth Management Reveals Industry Challenges and Opportunities

Article by Megan Belt

Despite heightened awareness, gender diversity in wealth management remains stagnant, according to Carson Group’s 2023 State of Women in Wealth Management Report. The report, which provides insights into the challenges and opportunities women encounter in the financial services industry, builds on its inaugural study to deepen the understanding of gender diversity within the industry. “The …

News |

3 min

Meet the 2023 Women in Wealth Management Award Winners

Article by Megan Belt

The second annual Women in Wealth Management Awards proudly unveiled its list of finalists, recognizing the exceptional women in the industry who continue to inspire others while making a significant impact on their profession and communities. The winners were celebrated today at the Excell Represent conference during the Women in Wealth Awards ceremony. The winners …

News |

3 min

Excell Represent 2023: Fostering Growth, Building Community and Driving Impact for Women in Wealth Management

Article by Megan Belt

Inspiring change and empowering women in the financial services industry is the mission behind Excell Represent. While the journey towards equality is gradual, the financial world is making strides with the representation of women in wealth management. The number of female CFP professionals rose to 23% in 2023, a small but notable increase from 20% in …