Minority Investment

Get national brand recognition and an infusion of capital.

By partnering with Carson as a minority investor in your firm, you get to take on the Carson Wealth name while keeping majority control of your business.

Maintain Control of Your Business

You still own the majority stake in your business – just with much more time, capabilities and capital.

Liquidation Options

There’s flexibility in liquidation – whether you need capital to invest back into your business or you’re interested in equity swap options.

National Recognition

By taking on the Carson Wealth brand, you’ll benefit from marketing on a national scale and added administrative support.

Succession Flexibility

You’ll have an embedded partner for a seamless transfer of equity, as well as the flexibility to sell to a different Carson Partner or an external party.

“It makes you feel better knowing they have a vested interest in each decision that we make.”

Join an Exclusive Community

With more than 50 Carson Wealth offices (and dozens more self-branded offices) around the country, you’ll be part of a growing community committed to becoming the most trusted in financial advice.

US Map in gold with Carson Wealth logo in blue

When you join a Carson Partner, you’ll have access to the entire ecosystem:

ecosystem Your Business M&A Support Advanced Financial Planning Marketing & Client Acquisition Succession Planning Training & Business Coaching HR & NextGen Support Inspiration & Community Investment Management Operations Delegate & Elevate Technology Compliance
  • Technology stack
  • Compliance
  • Operations
  • Investment management
  • HR support
  • Marketing and lead generation
  • M&A support
  • Advanced financial planning
  • Succession planning
  • Business coaching & training

Plus

  • Added administrative support
  • National brand marketing
  • Capital to invest back into your business
  • Intensive M&A support
  • Greater access to the Carson leadership team

Other Ways to Join Carson

01

Grow With Carson

02

Join a Partner Firm

03

Minority Investment

04

Full Acquisition

01

Grow With Carson

Keep your practice and your brand, while getting the support you need to grow.

Find Your Fit

02

Join a Partner Firm

Focus 100% on your clients and growth, and ditch the headaches of running a firm.

Find Your Fit

03

Minority Investment

Keep control of your firm and get a capital infusion, succession plan & extra growth support from a national brand.

Find Your Fit

04

Full Acquisition

Favorable exit plan with an RIA that will care for your clients the same way you do. Stay on and run the practice, or take the next step in your freedom journey.

Find Your Fit

Firm’s AUM
0
Your Valuation:
$6,102,002
$5,405,032
Percentage of AUM Advisory Business
0

What’s Your Firm Worth?

Your next step starts with understanding your advisory firm’s value.

West Des Moines Case Study Cover

Reaping the Rewards:

An Advisor's Powerful Journey Through Coaching, Partnership
and Succession

Twenty years ago, Joel Worsfold felt like he had hit his ceiling as a financial advisor. A desire to break through that ceiling led Joel to Ron Carson, and that first meeting with Ron led Joel down a path he never could have envisioned. Find out how working with a true partner helped Joel achieve his goals and find his freedom.

Let’s Discuss Partnership

See how you can maintain control of your firm while still benefiting from the Carson Wealth brand and an influx of capital to accelerate your growth.

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