About Carson Group

Carson Group has created an ecosystem dedicated to helping financial advisors unleash the full potential of their firms by providing marketing, compliance, technology, investment strategies, succession planning, M&A support, and coaching. The company currently manages $21 billion in assets and serves more than 45,000 families among its advisory network of 136 partner offices, including 36 Carson Wealth locations. For more information, visit www.carsongroup.com.