Brandon Steinhagen

Brandon is a Partner, Wealth Advisor with Carson Wealth. He has more than 18 years of experience in wealth management and investment planning. His primary responsibilities include day-to-day client service, oversight of client portfolios, and comprehensive financial planning.

Brandon has extensive experience working with individuals and guiding them through important life events and financial decisions, including financial independence, retirement planning, investment planning, portfolio construction, income tax planning, and risk management.

His prior experience includes serving as a Lead Wealth Advisor at a local Registered Investment Advisor, an Investment Consultant in private equity at a leading consulting firm, and a Lead Investment Analyst responsible for research coverage of international funds at a top regional bank.

Brandon is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a Chartered Financial Consultant® (ChFC®), and a Chartered Retirement Planning CounselorSM (CRPC®). He received his MBA in Finance from Ashland University in 2010 and his BSBA in Finance and International Business from Ashland University in 2008. He is also a member of the Financial Planning Association (FPA).

Brandon lives in Twinsburg with his wife, Amanda, their daughters, Emily and Hailey, and their dog, Dolly.