Carson Group
Carson Group Expands in California with Acquisition of Applied Financial Planning
Omaha, Neb. – March 2, 2026 – Carson Group, a leading wealth advisory firm with over $56 billion* in assets under management (AUM), today announced the acquisition of partner firm Applied Financial Planning. Led by Managing Partners and Wealth Advisors William C. O’Connor, CFP®, EA, MPAS, and Sean Walker, MBA, the Irvine, Calif.-based firm reported serving approximately …
Carson Group
March 2, 2026
Carson Group Fully Acquires Carson Wealth in Scottsdale, Strengthening Next-Generation Advisory Firm
Omaha, Neb. – Feb. 10, 2026 – Carson Group, a leading wealth advisory firm with over $55 billion* in assets under management (AUM), today announced that it has fully acquired the Carson Wealth office in Scottsdale, Ariz. Led by managing partner and wealth advisor Brent Pine, CFP®, CPA, MTax, the multigenerational firm is a long-time Carson partner …
Carson Group
February 10, 2026
Carson Wealth in Omaha Welcomes Financial Advisor Roger Augustyn
Omaha, Neb. – Feb. 4, 2026 – Carson Group, a leading wealth advisory firm with over $55 billion* in assets under management (AUM), announced today that seasoned financial advisor Roger Augustyn has joined the firm’s Omaha location. He joins from Osaic, where he reported having served approximately $103 million AUM. Augustyn brings nearly four decades of experience …
Carson Group
February 4, 2026
Carson Group Builds on Long-Standing Partnership and Expands Presence in Georgia
Omaha, Neb. – Feb. 2, 2026 – Carson Group, a leading wealth advisory firm with over $55 billion* in assets under management (AUM), today announced that it has fully acquired the Carson Wealth location in Milton, Ga. The office is led by Managing Partner and Wealth Advisor G.C. Lewis, CFP®, who reported serving approximately $218 million in …
Carson Group
February 2, 2026
Carson Group Acquires Midwest Firm Managing Half a Billion in Assets
Omaha, Neb. – Jan. 28, 2026 – Carson Group, a leading wealth advisory firm with over $55 billion* in assets under management (AUM), announced today that it has fully acquired Schlipman Wealth, a long‑time Carson partner that manages just over $500 million in AUM. As part of the move, the firm will rebrand as Carson Wealth in …
Carson Group
January 28, 2026
Bixler Financial Joins Carson Group to Accelerate Growth and Enhance Client Experience
Omaha, Neb. – Jan. 20, 2026 – Carson Group, a leading wealth advisory firm with over $55 billion* in assets under management (AUM), announced today that wealth advisors Keith Blythe and Jaime Gerber have joined the firm to launch a new independent practice, Bixler Financial. The former colleagues teamed up to join Carson Group and reported serving …
Carson Group
January 20, 2026
The Hidden Value Drivers: What Helps Move the Needle
One Carson partner once wrote seven numbers on a single sheet of paper: organic growth rate, client retention, average client age, revenue mix, EBITDA margins, team depth, and household size. Below each, he listed targets for one year, five years, and ten years. He kept that sheet visible on his desk. Every strategic decision came …
Carson Group
January 15, 2026
Carson Group Deepens Investment in Next Generation of Advisors with New Council, Career Path
Omaha, Neb. – Jan. 15, 2026 – Carson Group, a leading wealth advisory firm with over $55 billion* in assets under management (AUM), today announced the launch of its inaugural NextGen Advisor Council and the rollout of a new Carson Wealth career pathing program, marking the next phase of the firm’s long-term commitment to developing and retaining …
Carson Group
January 15, 2026
Market Outlook: Carson Group Sees Bull Market Continuing in 2026
Omaha, Neb. – Jan. 8, 2026 – Carson Group, a leading wealth advisory firm with over $54 billion* in assets under management (AUM), today unveiled its highly anticipated Market Outlook 2026, “Riding the Wave,” forecasting continued economic expansion and robust market performance driven by fiscal stimulus, monetary easing and a historic surge in artificial intelligence (AI) investment. …
Carson Group
January 8, 2026
Carson Wealth in Minneapolis Expands Partnership, Becomes Carson’s 1st Acquisition of 2026
Omaha, Neb. – Jan. 6, 2026 – Carson Group, a leading wealth advisory firm with over $53 billion* in assets under management (AUM), announced today that it has fully acquired the Carson Wealth location in Minneapolis, Minn. Led by Managing Partner and Wealth Advisor Jeremy Willner, the firm serves approximately $395 million in advisory and brokerage assets. …
Carson Group
January 6, 2026