Omaha, Neb. – June 12, 2025 – Carson Group, a leading wealth advisory firm with over $42 billion* in assets under management (AUM), has been recognized as a recipient of the 2025 Business Excellence Award in the area of civic engagement by the Greater Omaha Chamber of Commerce. This prestigious award honors Carson’s unwavering commitment to strengthening the Omaha community through activism, service and advocacy.
“At Carson Group, civic engagement isn’t a side initiative—it’s woven into our identity and purpose,” said Burt White, CEO of Carson Group. “We’re honored to receive this Business Excellence Award and consider it a reflection of our team’s passion for building a better future. We believe that real leadership means using our voice, our resources and our platform to drive meaningful change in the communities we serve. We are intentional about creating a firm that reflects and serves investors from all walks of life, and we’re committed to supporting financial literacy initiatives to nurture the next generation of financial advisors.”
The civic engagement award is presented each year to businesses that use their resources, expertise and influence to address social challenges, support local causes and advocate for change. These initiatives play a vital role in enhancing Greater Omaha as a dynamic place to live, work and thrive.
In granting this award, the chamber recognized Carson’s partnership with Rock The Street, Wall Street, to empower young women at Burke High School with real-world financial education. Between 2022 and 2024, the school reported a 218% increase in financial literacy growth among participants. The Chamber also recognized the work Carson is doing to support inclusion in financial services, which includes Carson’s State of Women in Wealth Management study to amplify female voices in wealth management and support the growth of women in financial services.
Locally, Carson holds quarterly Red Cross blood drives and also provides stakeholders with resources to connect with Omaha’s cultural and natural gems—including complimentary state park permits and discounted memberships to beloved institutions like the Zoo and Durham Museum.
An awards ceremony was held Tuesday, June 10 at All Makes in Omaha. The full list of awards recipients can be found here.
About Carson Group
Carson Group manages over $42 billion* in assets and serves more than 54,000 client families among its advisory network of 150+ partner offices, including more than 50 Carson Wealth locations. For more information about Carson Group and partnership opportunities, visit https://www.carsongroup.com/ways-to-join/partnership/.
Carson Group is a dba of CWM, LLC, an SEC Registered Investment Advisor. Investment advisory services are offered through CWM, LLC. CWM, LLC is a subsidiary of Carson Group Holdings, LLC. *AUM amount is based on total assets under Carson Group Holdings, LLC., which include CWM, LLC and Northwest Capital Management, Inc.
2025 Greater Omaha Chamber Award for Business Excellence Civic Engagement awarded to Carson Group. The Civic Engagement Award recognizes organizations that embody civic responsibility—strengthening Omaha through activism and community engagement. Award nominations are submitted to the Greater Omaha Chamber online for consideration. No compensation was provided directly or indirectly by the recipient for participation or in connection with the award consideration. This recognition is not a guarantee of future investment success and should not be construed as an endorsement of the financial professional by any client.