Carson Group

Carson Group is a financial services organization that supports financial advisors and investors through its various divisions, including Carson Wealth, Carson Group Coaching, and Carson Group Partners. The company provides a range of wealth management tools and services designed for both advisors and individual clients. Its offerings encompass financial planning, estate planning, tax planning, business planning, retirement planning, and investment management. By delivering coaching and partnership services to advisory firms, Carson Group aims to facilitate stable financial growth and provide clear financial guidance to the investing public.

Ronald Carson

Founder and Chairman to the Board

7 past transactions

We provide our clients with a clear and concise understanding of their financial plans and investment strategies. We avoid confusion and complexity.

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 a range of services for private individuals, families, trusts, and companies. The firm specializes in income and capital planning, estate planning, retirement planning, risk management, and real estate valuation. By offering these services, Shobe Financial Group aims to help clients gain a deeper understanding of their financial situations and work towards achieving their financial goals.

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 agency focuses on developing and implementing tailored digital growth strategies that are aligned with key performance indicators. In addition to strategic consulting, Mineral offers custom design and content solutions to enhance the effectiveness of their partner firms' marketing efforts. Through these services, Mineral aims to create meaningful opportunities for clients to engage with their target audiences.
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