Omaha, NE – July 28, 2021 – Dynamic Legacy Planning, a full-service wealth management firm based in Greenfield, Indiana has chosen Carson Partners as the best platform to serve their clients. The five-person team led by CEO and Senior Wealth Advisor, Jason White, CPWA®, JD, AAMA®, has $55 million in assets under management.
“Jason White has more than 20 years of experience as an advisor and an attorney, yet he still has the optimism, positive energy and desire for growth of someone just beginning their career,” said Ron Carson. “He cares about his clients and Jason’s ability to provide not only wealth management but estate planning and addressing elder law issues puts him at the intersection of two rapidly growing dynamics. Our entire team is here to empower him to make Dynamic Legacy Planning the firm he envisions.”
In addition to more than two decades of experience in helping clients achieve their financial goals, Jason is also an estate planning attorney who does tax preparation, giving him the opportunity to view clients’ financial situations through one of the broadest lenses possible. He began his financial services career with Edward Jones and Merrill Lynch before joining the Trust & Investment Management department at Greenfield Banking Company in 2009. He has a BS from Indiana University, a JD from Indiana University School of Law and was admitted to the bar 2000. White is also a Certified Private Wealth Advisor (CPWA®) and Accredited Asset Management Specialist (AAMS®).
“When I decided to set up a new entity, I started thinking about all the things that would be required to do so —marketing, technology, investment management, social media, client communications, and how much time that would all take when all I was trying to do was spend more time with my clients,” explains Jason White. “I didn’t want to have to make all those decisions when Carson had already figured it all out. And as I did my due diligence and spoke to different firms, it became obvious that Carson’s culture and philosophy fit most closely with my own.”
He added, “In addition to my wealth management business, I’m part of a more than 100-year-old law firm. My goal in joining Carson, in addition to having more time to spend face-to-face with clients, is to better integrate my wealth management and estate planning practices. Time is what I’ve gained here, which I can build deeper relationships with my existing clients and introduce wealth management to families we work with on estate planning.”
Although Dynamic Legacy Planning is a member of Carson Partners network, it remains independently owned with White fully empowered to make all business and operational decisions.
Recognized for four consecutive years on the Inc. 5000 list, Carson Group is one of America’s fastest-growing companies. Carson currently manages $17 billion in assets and serves more than 37,000 client families across the United States.