News
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
April 23, 2025
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
April 8, 2025
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 …
Carson Group
April 2, 2025
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 …
Ryan Detrick
March 21, 2025
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
March 10, 2025
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, …
Tori Renwick
January 28, 2025
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 …
Tori Renwick
January 23, 2025
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 …
Tori Renwick
January 16, 2025
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 …
Tori Renwick
January 14, 2025
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 …
Tori Renwick
January 13, 2025
Carson Reinforces Commitment to Advisors via Expanded Partnership in Cedar Rapids, Iowa
Omaha, Neb – January 6, 2025 – Carson Group, a leading wealth advisory firm with $38 billion in assets under management, today announced an expanded partnership with Carson Wealth Cedar Rapids, by fully acquiring the firm, including their Las Vegas office. The strategic partnership will expand the firm’s longstanding relationship with Carson and allow the …
Tori Renwick
January 7, 2025
MAG Wealth Management Acquires Ovation Wealth Advisors, Rebrands as Carson Wealth
MAG Wealth Management announced its acquisition of Ovation Wealth Advisors and its subsequent rebranding to Carson Wealth. The strategic partnership, which includes Carson Group taking a 30% equity stake, exemplifies a new model for advisor growth and succession planning in the industry. The newly formed Carson Wealth location will oversee $350 million in assets under management …
Megan Belt
November 20, 2024