Omaha, Nebraska – July 23, 2020 – Butterworth Financial Group, a Tulsa-based wealth management and financial planning firm managing $55 million in client assets, has joined Carson Partners with the goal of accelerating the firm’s growth by utilizing the technology and range of investment strategies supported by a diligent team of researchers that Carson has to offer.
Led by President and Wealth Advisor Mark C. Butterworth, CFP®, CLU®, ChFC®, an industry veteran with more than 40 years of experience, the three-person team offers comprehensive financial planning services designed to provide a client base of business owners, professionals, retirees, and families in transition with financial clarity and a roadmap for pursuing their long-term goals.
“The wealth management industry is changing rapidly, and we realized that it was important to step up our capabilities in order to bring more to our client relationships,” said Mark Butterworth. “We explored a number of options that would help us grow but saw that Carson’s culture was the best fit because it aligns so well with who we are. What really impressed me the most is the future perspective that Carson embraces. Our clients will benefit from technology solutions which will streamline access and information sharing and the firm will benefit from the efficiency and support Carson provides.”
“Mark and his team have been doing an outstanding job for their clients in the Tulsa area for years and we’re excited to be integral to the next phase of their evolution,” added Aaron Schaben, President of Carson Group. “We look forward to helping them increase their capabilities and client capacity as well as assist in identifying new associates interested in expanding their own businesses by partnering with Butterworth Financial Group.”
As is the case with other wealth management firms who join the Carson Partners network, Butterworth will retain full ownership and continue to be empowered to make all business and operational decisions of the firm.
“With the new services and technology we now have access to, we will be able to provide a more refined and elegant client experience that will allow us to handle every aspect of their financial situation,” Butterworth continued. “A key item was the offer of continuity of our firm and knowing that our clients would not skip a beat. The bottom line is this partnership will free us up to spend even more time spoiling our clients.”
Recognized year after year by Barron’s as one of America’s top wealth management firms, Carson Group remains among the Inc. 5000 list of America’s fastest-growing companies. Carson currently serves more than 33,000 families through it’s 133 partner locations across the country.