Carson Group
Carson Group Partners with Advisor James Fetters to Launch Blueprint Wealth Management
Omaha, Neb. – Nov. 5, 2025 – Carson Group, a leading wealth advisory firm with over $50 billion* in assets under management (AUM), announced today that wealth advisor James Fetters, CFP®, has joined the firm to launch his new independent practice, Blueprint Wealth Management. Based in Santa Monica, Calif., Fetters joins Carson Group from Northwestern Mutual, where …
Carson Group
November 5, 2025
Q3 2025 Market Commentary Blog
By Michael Barczak, CFA Bulls On Parade If the story of 2025 heading into the third quarter was one of “uncharted waters,” then Q3 held up its end of the bargain by flipping the script on history. Historically, the third quarter tends to be the weakest period for equities as investors contend with summer slowdowns …
Carson Group
October 21, 2025
Carson Group Surpasses $50 Billion in Assets Under Management as Growth Accelerates Across Business
Omaha, Neb. – Oct.9, 2025 – Carson Group, a leading wealth advisory firm based in Omaha, Neb., announced today that it has surpassed $50 billion in assets under management (AUM)*. This milestone comes as the company continues its third year of accelerated growth, fueled by transactions, advisor recruitment and technology innovation. It represents a $15 billion increase …
Carson Group
October 9, 2025
Carson Group Builds on Long-Standing Partnership with Expanded Investment in Pittsburgh
Omaha, Neb. – Oct.6, 2025 – Carson Group, a leading wealth advisory firm with over $49 billion* in assets under management (AUM), today announced that it has fully acquired the Carson Wealth location in Pittsburgh, Pa. Led by Managing Partner and Wealth Advisor Neal McGrath, AIF®, CRPC®, AAMS®, the office serves approximately $358 million in AUM. McGrath’s …
Carson Group
October 6, 2025
Top Women Financial Advisors Reveal 5 Career-Changing Lessons
Have you spent years working in a restrictive environment where you felt stymied? You paid your dues—waiting to go independent. You may have felt like you were on an island, trying to do everything alone. The truth is, there are many women financial advisors who can commiserate with you. Carson’s new 2025 State of Women …
Carson Group
October 2, 2025
Carson Group Expands into Alaska Through Partnership with Shilanski & Associates
Omaha, Neb. – Sept. 30, 2025 – Carson Group, a leading wealth advisory firm with more than $48 billion* in assets under management (AUM), today announced a new partnership with Shilanski & Associates, a comprehensive financial planning firm headquartered in Anchorage, Alaska. Shilanski & Associates, which manages approximately $436 million in assets, will retain its …
Carson Group
September 30, 2025
How Female Financial Advisors Leverage Technology for Growth
If you are a female financial advisor who is not leveraging technology to help build your clientele, you might want to rethink your strategies. Carson’s 2025 State of Women in Wealth Management report reveals an overwhelming 89% of female wealth managers acknowledge technology played a significant role in their success—both in the office and at …
Carson Group
September 24, 2025
Understanding, Educating and Building Trust with the Hispanic Community
As one of the fastest-growing demographics in the U.S., Hispanic Americans continue to play a larger role in the U.S. economy each year. They’re enjoying more purchasing power and are on track to accumulate a staggering $113 trillion in wealth by 2050. What’s more, while Hispanic Americans make up 20 percent of the population, less …
Carson Group
September 24, 2025
Team at GCD Advisors joins existing Carson Wealth office in Great Lakes
Omaha, Neb. – Sept. 22, 2025 – Carson Group, a leading wealth advisory firm with over $48 billion* in assets under management (AUM), today announced that Senior Wealth Advisors Greg Diamond, CPA, and Neil Cohen, CPA, of GCD Advisors have moved to Carson Wealth, joining the firm’s Great Lakes-area office led by Mark McCallum, CFP®, MBA, Managing …
Carson Group
September 22, 2025
Wells Trecaso Financial Group Joins Carson Wealth to Expand Services and Build Future Growth
Omaha, Neb. – Sept. 18, 2025 – Carson Group, a leading wealth advisory firm with over $48 billion* in assets under management (AUM), today announced that Akron, Ohio-based Wells Trecaso Financial Group has joined Carson Wealth. Led by Managing Partners and Wealth Advisors Douglas Wells and Ralph Trecaso, the firm serves approximately $570 million AUM. Wells and …
Carson Group
September 18, 2025