Articles authored by Carson Group
Jackson Wealth Management Selects Carson Group for Strategic Partnership to Accelerate Next Phase of Growth
Omaha, Neb. – June 5, 2026 – Carson Group, a leading wealth advisory firm with over $58 billion* in assets under management (AUM), today announced the acquisition of Jackson Wealth Management, which selected Carson Group as its strategic partner as the firm enters the next phase of growth and expansion. The Lake Mary, Fla.-based firm …
Carson Group Welcomes Tungsten Wealth Management to Independent Advisor Channel
Omaha, Neb. – May 28, 2026 – Carson Group, a leading wealth advisory firm with over $58 billion* in assets under management (AUM), today announced that Tungsten Wealth Management has joined the firm’s independent advisor channel. Led by founding partners and wealth advisors Shawn Peschke, CFP®, CWS®, and Rob Frits, CFP®, CWS®, the firm serves …
Carson Group Launches Estate Planning Capability to Help Advisors Drive Growth and Retention
Omaha, Neb. – May 26, 2026 – Carson Group, a leading wealth advisory firm with over $58 billion* in assets under management (AUM), today announced a new estate planning capability designed to help advisors turn estate planning into a driver of client retention, multi-generational relationship growth and long-term business expansion amid the ongoing generational wealth …
Carson Group Integrates Meikle Financial Group as Carson Wealth Office
Omaha, Neb. – May 19, 2026 – Carson Group, a leading wealth advisory firm with over $58 billion* in assets under management (AUM), today announced the integration of Meikle Financial Group, which will transition to a Carson Wealth office. The team, led by experienced Managing Partners and Wealth Advisors Dail Meikle and Bruce Eisenhauer, serves …
Carson Group Expands Presence in the Great Lakes Region with Harbor Wealth Management Acquisition
Omaha, Neb. – April 28, 2026 – Carson Group, a leading wealth advisory firm with over $57 billion* in assets under management (AUM), today announced the acquisition of Harbor Wealth Management, a Green Bay, Wis.-based advisory firm serving approximately $396 million AUM. The firm is led by Partners and Senior Wealth Advisors Eric Heus and …
Carson Group Announces 2026 Women in Wealth Management Recipients, Reinforcing Commitment to Advancing Women in the Industry
Omaha, Neb. – April 23, 2026 – Carson Group, a leading wealth advisory firm with over $57 billion* in assets under management (AUM), today announced the recipients of its 2026 Women in Wealth Management Awards, honoring outstanding women in the financial services industry who are driving meaningful change, strengthening their communities and helping shape the …
Carson Group Expands in Utah with Full Integration of Carson Wealth in Murray
Omaha, Neb. – April 22, 2026 – Carson Group, a leading wealth advisory firm with over $57 billion* in assets under management (AUM), today announced the acquisition of Carson Wealth in Murray, Utah, led by Managing Partner and Wealth Advisor Thom Hall, CFP®, ChFC®. The practice manages approximately $160 million in AUM and becomes Carson’s …
Carson Welcomes Financial Advisor Tad Singer Back to the Carson Wealth Office in Omaha
Omaha, Neb. – April 7, 2026 – Carson Group, a leading wealth advisory firm with over $57 billion* in assets under management (AUM), today announced financial advisor Tad Singer, has rejoined the Carson Wealth office in Omaha, Neb., bringing approximately $104 million AUM to Carson and leveraging the firm’s advisor-first platform, integrated technology and practitioner-led model. Singer …
What Deal Headlines Don’t Tell You: The Hidden Math that Multiplies Your Enterprise Value, or Holds You Back
Pull up a chair. We’re about to show you what’s really behind those mind-bending deal headlines. Social media taught us that comparing your life to someone else’s highlight reel is a negative-sum game. Deal headlines work the same way. Seemingly, every week brings another eye-catching transaction: 12x EBITDA here, $50 million valuation there. Even if …
Carson Group Expands in Washington with Acquisition of Buckley Investment Group
Omaha, Neb. – April 1, 2026 – Carson Group, a leading wealth advisory firm with over $57 billion* in assets under management (AUM), today announced the acquisition of Buckley Investment Group, a $120 million AUM team in Walla Walla, Wash., that will rebrand as a Carson Wealth office. Founded in 2003 by Partner Wealth Advisor …