Get in Touch

We'd love to learn a bit more about your situation, then set up a complimentary consultation to review how we can help you and your business.

Contact Us

Stay Connected

Latest Posts

Related Content
News |
3 min

Carson Group Expands in California with Acquisition of Applied Financial Planning

Article by Carson Group

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 …
News |
3 min

Carson Group Builds on Long-Standing Partnership and Expands Presence in Georgia

Article by Carson Group

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 …
Investments |
3 min

The Magnificent 7 Has A New Look – Broadcom’s Banner Year

Article by Blake Anderson

Investors referring to the ‘Magnificent 7’ ought to update their rolodex. Broadcom has quietly become the seventh largest stock in the S&P 500, surpassing Tesla. Perhaps ‘Elite 8’ is a better title for these stocks. Broadcom has marched higher this year, registering the second-best year to date stock price gain amongst the largest stocks in …