Carson Group Recognized on Inc. Magazine’s List of the Midwest’s Fastest-Growing Private Companies
Ron Carson’s firm, established in 1983, ranks #135 on the list OMAHA, NEB., March 16, 2021 – Carson Group is excited to announce that it has been ranked #135 on the 2021 Inc. 5000 Regionals: Midwest list, the most prestigious ranking of the fastest-growing private companies in Illinois, Indiana, Iowa, Kansas, Michigan, Minnesota, Missouri, Nebraska, …
Main Street Financial Life Advisors, LLC® Joins Industry Leader Carson Partners
Main Street Financial Life Advisors, LLC®, an independent investment management and financial planning practice with more than $163 million in assets under management is the latest firm looking to accelerate its growth and better serve clients by joining Carson Partners. Located outside of Philadelphia, Pennsylvania, in Moorestown, New Jersey, Main Street Financial was founded by J. Joseph Roman, CPA/PFS, MST, …
Price Financial Group Affiliates with Industry-leading Carson Partners
PORTLAND, Ore., Feb. 24, 2021 – Price Financial Group, an independent investment and wealth management firm in Beaverton and Portland, OR, is excited to announce their alignment with Carson Partners. Bo Caldwell, CEO and Wealth Manager as well as Matt Mai, CIO and Wealth Manager, along with their entire team, made the decision to further strengthen their movement in financial …
Carson Partners Welcomes Lane Brothers & Co. to Network
Scottsdale, Arizona – February 8, 2021 – Lane Brothers & Co., a wealth management firm with offices in Prescott and Scottsdale, Arizona, with $110 million in client assets under management, has announced its decision to join the Carson Partners network. The firm is led by Senior Wealth Advisor, Kevin P. Lane, who founded Lane Brothers & Co. …
Strategic Wealth Partners Becomes First Carson Wealth Office in Pennsylvania
DOYLESTOWN, Penn., January 19, 2021 – Strategic Wealth Partners, LLC, a boutique wealth management firm serving families in Doylestown, the Philadelphia metro area, and across the country, announced today that it is joining the Carson Wealth brand. Managing $200 million in assets, Strategic Wealth was established in 2006 and primarily serves mid- to late-career executives …
Boston Retirement Group is the Newest Affiliate with Ron Carson’s Partnership Network
Omaha, Nebraska – October 29, 2020 – Boston Retirement Group, a firm that offers a full array of comprehensive personal and business financial services, announced today that it is joining the Carson Partners network. The team ultimately decided to affiliate with Carson to deliver a “single pane of glass” experience for clients, improved investment strategies and reporting, …
Long Island Based Mitlin Financial Joins Carson Partners
Omaha, Nebraska – October 7, 2020 – Mitlin Financial, Inc. a comprehensive financial planning and asset management firm with $58 million in client assets under management is the latest enterprise to join the Carson Partners network. Located in Hauppauge, New York, Mitlin Financial will benefit from access to Carson’s multitude of resources, which include a robust infrastructure …
Carson Group Announces Capital Raise for New Round of Minority Investments
Firm raises capital with a lending partner, with the potential to tap much more Omaha, Nebraska – October 5, 2020 – Carson Group, one of the fastest-growing financial services firms in the country, announced today that is has undertaken a capital raise to ramp up the number of minority investments it’s making in advisory firms joining its …
Carson Partners Welcomes FMI of Yakima and Kennewick to Network
Omaha, Nebraska – August 27, 2020 – Financial Management, Inc. (FMI), a wealth management firm headquartered in Yakima, Washington, with over $100 million in client assets under management, is the latest firm to join Carson Partners. The firm’s Founder and Senior Wealth Advisor, Clark L. Permann, CFP,® is a wealth management professional with over 28 years of …
Carson Partner Bender Financial Services Rebrands to Carson Wealth
HIGHLANDS RANCH, Colorado – August 10, 2020 – Bender Financial Services, a wealth management firm headquartered in Highlands Ranch, Colorado, has announced their decision to rebrand to Carson Wealth in order to further their commitment to client service and elevate their competitive advantage in the Denver Metropolitan Area. Led by President and Wealth Advisor Benjamin Bender, who …
New Labor Dept. Fiduciary Rule Would Open Door For Conflicted Advice And High Commissions
Ring the bell for the latest round of consumer financial protections. Progress for consumer financial protections might not be over, but they are clearly knocked down heading into the second half of 2020. In the last week: – The Labor Department announced a new rule proposal that would weaken the fiduciary standard of care for …