Articles authored by Carson Group
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 …
Carson Group Expands AI Offering with Client Intelligence, Giving Advisors Instant Household Insight
Omaha, Neb. – March 30, 2026 – Carson Group, a leading wealth advisory firm with over $57 billion* in assets under management (AUM), today announced the expansion of its advisor-centric AI platform, Steve, with the launch of Client Intelligence, a new capability that gives advisors instant visibility into what is happening within a client household. Built into …
Carson Group Welcomes Agrillo Financial Group on Long Island
Omaha, Neb. – March 17, 2026 – Carson Group, a leading wealth advisory firm with over $57 billion* in assets under management (AUM), today announced that Agrillo Financial Group has joined the firm as a new independent office. Led by Wealth Advisor Theodore “Ted” Agrillo III, the Bethpage, N.Y.- based practice serves approximately $160 million in advisory …
Carson Wealth Welcomes Furstenau Financial, Expands Nebraska Presence
Omaha, Neb. – March 12, 2026 – Carson Group, a leading wealth advisory firm with over $57 billion* in assets under management (AUM), announced that Furstenau Financial has joined Carson Group as a new wholly owned Carson Wealth office. Based in Neligh, Neb., Managing Partner and Wealth Advisor Ryan Furstenau and his team join Carson from LPL …
Carson Group Reaches Milestone with Acquisition of ZeroCelsius Wealth Studio
Omaha, Neb. – March 5, 2026 – Carson Group, a leading wealth advisory firm with over $57 billion* in assets under management (AUM), today announced that it has fully acquired ZeroCelsius Wealth Studio as Carson’s 40th wholly owned office. Led by Managing Partner and Wealth Advisor Ross Gott and Operations Manager Robin Laughinghouse, the practice …