Overview

Carson group helps advisors find their freedom by running, growing and loving their business. Together we have 120+ advisory firms, $28B+ in combined advisory assets, and proudly serve 46,000+ households. Our partners own 100% of their firm, clients and data, and receive 100% payout on advisory fees set by them. Our goal is to help simplify your business by removing the additional hats owners are forced to wear. Additional time allows you to focus on your clients and growth. We are able to scale and provide an exceptional client experience including: Custom built and integrated advisor and client experiences, subject matter experts that provide holistic solutions, a marketing team that moves the needle and the proven processes that are fueling growth rates of 30-40% yearly. Partnership includes: Technology stack, Marketing and website design, Tax Services, Financial Planning, Trust, Insurance, 401K specialists, compliance, lead generation, M&A, Transitions team, Investments and Business Consulting. Carson and our Partners are a really great fit for the firm that wants to provide their clients with a holistic experience leading with planning.

When it comes to considering a merger or acquisition, culture must be first. We have several ways to affiliate with Carson or one of our Carson Partners. There are no set deal structures or payout, we custom build each valuation and structure to meet your needs and goals. We have an internal M&A team that provides clarity and a full analysis to help you make the best decision possible. Our Partners are not interested in growing just grow, but are thoughtful and transparent on potential partners. We make the process simple and allow you and the potential partner to focus on culture and fit while we handle due diligence, analysis/valuation, and transitions.

If you are looking for a great local firm that can provide the benefits of a national $28B firm while still getting to determine your timeline and terms, I would love to speak with you!

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