News

Carson Partners Welcomes FMI of Yakima and Kennewick to Network

Posted on August 28, 2020

Omaha, Nebraska – August 27, 2020 – Financial Management, Inc. (FMI), a wealth management firm headquartered in Yakima, Washington, with over $100 million in client assets under management, is the latest firm to join Carson Partners.

The firm’s Founder and Senior Wealth Advisor, Clark L. Permann, CFP,® is a wealth management professional with over 28 years of experience in helping clients of all ages, financial histories and concerns pursue their goals and work towards financial confidence and fulfillment.

“The financial services industry has been undergoing a rapid evolution. We did a lot of research and found that Carson has the best overall offering for our clients and stakeholders,” said Clark Permann. “By partnering with Carson we will be in a much better position to keep up with industry changes and focus on improving the client experience and service we provide. The total integration of technologies at Carson, including data entry and trading process was a key part of making this decision. We’ll be able to provide more services with a greater degree of transparency, and ultimately have more time to focus on our clients.”

The FMI team also Includes Managing Partner and Senior Wealth Advisor Erik R. Pielstick, CFP®, ChFC®, a veteran of more than 20 years professional experience in financial services with a passion for implementing sustainable impact investing (SII) and environmental, social and corporate governance investment strategies.

“Clark and Erik have built a highly successful practice in the Yakima and Kennewick areas but as members of Carson Partners, they will now have will access to superior technology as well as a professional investment team and our experts in taxation, estate planning, and risk management,” added Aaron Schaben, President of Carson Group. “We look forward to working FMI for many years to come and helping them to grow even faster.”

As is the case with other wealth management firms joining Carson Partners, FMI retains full ownership and responsibility for all the firm’s business and operational decisions.

“Over the last few years, I found myself working harder and harder trying to juggle the demands of a business that was geographically and exponentially expanding with less incremental fulfillment and profitability,” Permann continued. “I came to the conclusion that is was time to realign things around a simpler and cleaner vision and mission. After almost 3 decades, the excitement I feel for serving and working with my clients is back again as FMI has aligned with the best partners in our industry.”

Carson Group remains among the Inc. 5000 list of America’s fastest-growing companies. Carson currently serves more than 34,000 families through its 133 partner locations across the country.

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