Carson Group
Carson Group is a conglomerate that supports financial advisors and investors through a range of services. Its primary divisions include Carson Wealth, which offers straightforward financial advice, and Carson Group Coaching, which provides training and resources for advisor firms. The company also encompasses Carson Group Partners, facilitating collaboration among financial advisors. Carson Group specializes in wealth management, delivering tools and services designed to assist both financial advisors and their clients. Its offerings include financial planning, estate planning, tax planning, business planning, retirement planning, and investment management, all aimed at helping clients maintain and grow their financial well-being.
8 past transactions
Mommaerts Mahaney Financial Services
Acquisition in 2025
Mommaerts Mahaney Financial Services specializes in providing personalized financial planning and investment management services to both individuals and businesses. Their approach aims to simplify complex financial matters, ensuring clients have a clear understanding of their financial plans and strategies. The company tailors its services to meet each client's unique needs, with a focus on helping them achieve long-term financial goals.
Sweet Financial Services
Acquisition in 2024
Sweet Financial Services offers wealth management, retirement, and financial planning services.
True North Financial
Acquisition in 2024
True North Financial can provide a road map and skilled guides to reach your objective.
Shobe Financial Group
Acquisition in 2023
Shobe Financial Group is a wealth management firm that provides comprehensive financial planning services to private individuals, families, trusts, and companies. The firm specializes in various financial disciplines, including income and capital planning, estate planning, retirement planning, and risk management. Additionally, Shobe Financial Group offers real estate valuation services, enabling clients to gain a clearer understanding of their financial situations and work towards achieving their financial objectives. By delivering tailored solutions, the firm aims to help clients navigate their financial landscapes effectively.
Northface Capital Holdings
Acquisition in 2022
Northface Capital Holdings is a full-service financial planning and wealth management firm.
Abaris Financial Group
Acquisition in 2019
Abaris Financial Group offers portfolio management, wealth planning, private trust, estate planning, tax and philanthropy planning services.
Mineral
Acquisition in 2018
Mineral is a digital growth agency that specializes in assisting registered investment advisors, independent broker dealers, third party asset managers, and fintech companies in expanding their businesses. The company focuses on developing and implementing tailored digital growth strategies and tactics that are aligned with key performance indicators. Additionally, Mineral offers custom design and content solutions to enhance the effectiveness of its partner firms’ outreach efforts. By prioritizing clear communication and measurable results, Mineral aims to help its clients stand out in a competitive marketplace and attract new opportunities.
SRQ Wealth
SRQ Wealth offers estate planning, tax planning, and private client services. Their team designs a plan that evaluates clients' current situation by analyzing the assets, income, and expenditures for the identification. They provide the in-house investment plans. While working with clients advisor, clients will build out the model and continually evaluate the portfolio in order to help towards of goals.
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