Carson Wealth Expands Montana Presence with the Addition of True North Financial

Carson Wealth announced the expansion of its Montana presence through a strategic partnership with Billings-based True North Financial, now known as Carson Wealth | True North Financial. This collaboration establishes Carson’s second Billings location. The six-person team, led by mana …

Carson Wealth Expands Presence in Three States

Carson Wealth today announced its acquisition of three Carson Wealth locations in Hagerstown, Maryland, Atlanta, Georgia and Johnson City, Tennessee. The move expands Carson Wealth’s footprint in the East, strengthening the firm’s position in the wealth management market. Led by …

Congratulations to Our 2024 Forbes Best-in-State Wealth Advisors  

Carson Wealth announced that four of the firm’s wealth advisors were named to the Forbes 2024 Best-in-State Wealth Advisors list. This prestigious award recognizes outstanding financial advisors who have demonstrated excellence in their field and are committed to providing exceptional servi …

Carson Wealth Expands Omaha Presence With $163M Team From Elk River Wealth Management

Carson Wealth announces the addition of its 13th wholly-owned office with a new location in Elkhorn, Neb., just outside of the firm’s headquarters in Omaha. The three-person team, managing more than $163M in assets*, will be led by Managing Directors and Wealth Advisors, David Carroll and J …

Carson Wealth Expands East: $180M Firm Paves the Way for Growth in New Hampshire and Vermont

Carson Wealth is expanding into the East with the addition of two new offices in Hanover, New Hampshire, and Chester, Vermont. The move comes as part of a strategic partnership with Fisher Financial Advisors, which will now be rebranded to Carson Wealth. These will be the first Carson Wealt …

Carson Wealth Welcomes Two New Locations in Milton, Georgia, and Billings, Montana

Carson Wealth is proud to announce the addition of two new locations in Milton, Georgia, and Billings, Montana, further expanding its commitment to delivering personalized financial solutions to clients across the U.S. With $150 million in assets, Main Street Financial Group, located in Mil …

Kansas-based Integrated Wealth is the Latest Addition to Carson Wealth’s Growing Footprint

Carson Wealth announced the partnership of Overland Park-based, wealth management firm, Integrated Wealth. The deal will provide the firm with enhanced capabilities to better serve clients and grow its wealth management practice, which currently has $400 million in assets under management, …

Paul West & Michael David of Carson Wealth Honored in the 2023 Forbes Best-in-State Wealth Advisors List

Paul West and Michael David of Carson Wealth have been recognized in the 2023 Forbes Best-in-State Wealth Advisors list. This prestigious accolade recognizes outstanding financial advisors who have demonstrated excellence in their field and are committed to providing exceptional service to …

The Shobe Financial Group Merges with Carson Group

The Shobe Financial Group, a full-service financial planning and wealth management in Baton Rouge, Louisiana announced that is merging with Omaha-based, financial services firm, Carson Wealth. The 16-person team will continue to be led by partner and chairman, Ed Shobe, CFP®, CLU® and partn …

Business professional using his tablet to check his financial numbers

401(k) Calculator

Determine how your retirement account compares to what you may need in retirement.

Get Started

Get in Touch

In just minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Find an Advisor