Find Your Freedom as a Carson Partner

When you became an independent financial advisor, you expected to be… well, independent.

At Carson, when we promise that we’ll help you find your freedom, we mean it. The freedom to serve your clients, your way. The freedom to grow unrestrained. And the freedom to custom create your own Carson experience.

Why Partner With Carson?

Carson Partners is a growth accelerator for independent financial advisors who want to run more efficiently, grow faster and smarter, and actually enjoy themselves along the way.

With the Carson Ecosystem, you’ll spend your time doing what you love… working with clients and prospects. We’ll handle all the back-end challenges while providing unprecedented growth support. You handle the part you love…transforming the lives of your growing book of business.

Run Your Business

Find greater efficiency with done-for-you tech, expert-led investment platform, and on-your-side compliance.

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Grow Your Business

Wake up to warm leads on your calendar, expand your brand presence, and tap M&A support to grow by acquisition.

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Love Your Business

Enjoy more time for clients and your life outside of work and an inspiring, engaging community to learn and grow with.

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Are You Ready?

Want to know how Carson can help you run your business more efficiently, grow like never before and love your work more than ever. Want to learn how? Tell us a bit more about you, and we’ll reach out.

Get in Touch

A Solid Foundation: Improving Your Personal Development Quotient for Better Business Outcomes

Need More Support?

Carson gives financial advisors and firms of all shapes and sizes the tools and support they need to work toward their growth goals and find their freedom. Let’s talk about what we can do for you.

Let's Talk

The Importance of Focusing on Women and the Next Generation in Client Segmentation

The Carson Ecosystem

Find Your Freedom

Carson’s complete ecosystem empowers you to run more efficiently, grow faster, and love every moment of your day, both at work and in life. It offers an unprecedented level of support that you can customize to reach your growth and business goals.

Run. Grow. Love your business. Carson Partnership Offering Overview Guide.

Download the Partnership Guide

Get the full story on becoming a Carson Partner.

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Joe Morgan, CFP®, ChFC®, LUTCF®

Founder & CEO, Wealth Advisor, Morgan Wealth

“I didn’t fully understand how much time I was spending doing the work that I was doing, but a lot of it was the minutia, the complication of being an advisor.”