Meet Carson Group’s 2025 Women in Wealth Management Award Recipients
Omaha, Neb. – April 30, 2025 – Carson Group today announced the recipients of its 2025 Women in Wealth Management Awards, recognizing exceptional women in financial services who continue to inspire others and make a significant impact on their profession and communities. The recipients were celebrated today at the firm’s annual women’s conference, Represent, held this week …
Carson Group Continues Expansion with Acquisition of Carson Wealth Orlando Location
Omaha, Neb. – April 23, 2025 – Carson Group, a leading wealth advisory firm with nearly $41 billion* in assets under management (AUM), today announced that it will fully acquire its Carson Wealth location in Orlando, Fla. Scott Cadwell, CFP®, CPA, founded the practice in 1989 as Cadwell Wealth before joining Carson Group as a …
Carson Group Continues 2025 Growth with Acquisition of Carson Wealth Marquette Location
Omaha, Neb. – April 8, 2025 – Carson Group, a leading wealth advisory firm with nearly $41 billion in assets under management (AUM), today announced the full acquisition of Mommaerts Mahaney Financial Services. Led by founder Jon Mommaerts, CFP®, the Marquette, Mich., -based firm serves approximately $314 million AUM and will rebrand as a Carson …
Carson Group Welcomes New Partners in Louisiana and Arkansas
Omaha, Neb. – April 2, 2025 – Carson Group, a leading wealth advisory firm with nearly $41 billion in assets under management (AUM), today announced that financial advisors Abigail Hollar, CFP®, MBA, and Drew Johnson, APMA, have joined Carson Group to launch independent firms in Little Rock, Ark., and Prairieville, La., respectively. They serve approximately …
Women’s History Month: Building Community for Women in Finance
March is Women’s History Month, and we’re celebrating with a special livestream edition of Facts vs Feelings! Hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, will discuss markets, taxes, investing, the economy, and more with some of the best and brightest women leaders in the world of finance. Ryan and …
Carson Group Invests in Technology Strategy with Addition of Ramesh Vaswani as Chief Technology Officer
(Omaha, Neb – March 10, 2025) – Carson Group, one of the fastest-growing wealth advisory firms with more than $41 billion in assets under management, announced today the appointment of Ramesh H. Vaswani as Chief Technology Officer (CTO). In this role, Vaswani will be responsible for developing and executing Carson Group’s technology strategy and aligning …
Carson Group Strengthens Partner Network with Addition of Roseville Duo
Starting 2025 strong after a record breaking 2024 as one of the industry’s most acquisitive strategic buyers (Omaha, Neb – January 28, 2025) – Carson Group, a leading wealth advisory firm with more than $40 billion in assets under management, today announced a partnership with Jerod Wurm, CFP® Managing Partner, Wealth Advisor and Casey Frye, …
Carson Group Acquires Carson Wealth Chicago
A rapidly growing firm with more than $1 billion assets under management Omaha, Neb ( January 21, 2025) Carson Group, a leading wealth advisory firm with more than $40 billion in assets under management, today announced that its Carson Wealth Chicago location will transition to being wholly owned by Carson Group. The latest strategic partnership …
Carson Group Brings on California-Based Advisors Kiho Choi and John Dunphy
Firm to rebrand as Twin Pines Wealth Management and join Carson Group as a direct partner Omaha, Neb ( January 16, 2025) Carson Group, a leading wealth advisory firm with more than $40 billion in assets under management, today announced California-based advisors Kiho Choi and John Dunphy will join the platform and rebrand as Twin …
Carson Group Expects Bull Market to Continue as Policy Tailwinds Support Growth
The Carson Group Investment Research team forecasts a strong US economy on the back of a solid consumer and improving economic sentiment Omaha, Neb. (January 14, 2025) – Carson Group sees potential monetary and fiscal policy opportunities that could provide a steady tailwind for markets and the economy in 2025. At the same time, as …
Carson Announces Industry Leading Tax Strategy Program for Advisors: Industry Tax Expert Debbie Taylor to Spearhead Offering
Omaha, Neb. (January 13, 2025) – Carson Group announced Carson Tax Strategy, a major investment in the deepening of its tax planning services and announced a strategic partnership with Taylor Financial Group. This acquisition marked the firm’s 10th deal of 2024 and is a critical progression in Carson’s mission to empower advisors and deliver unparalleled …