Carson Group
Carson Group is an RIA and platform for financial advisors, offering partnership options, extensive support services, and community-focused initiatives.
Services
Carson Group provides a wide range of services to financial advisors, including technology, compliance, operations, investments, HR support, marketing, M&A support, financial planning, tax planning, estate planning, trust services, and insurance. The company also offers business coaching, succession planning, and specialized development programs for NextGen advisors.
Partnership Options
Carson Group offers various partnership models to financial advisors. These include full acquisition, minority investment, and the option to join an existing partner firm. The company aims to create flexible and supportive partnership arrangements to meet the diverse needs of financial advisors.
Support and Resources
Carson Group provides an extensive support system for its financial advisors. This includes a dedicated Partner Success Manager for operational and administrative assistance. The company also offers a business valuation calculator, compliance team feedback, and a comprehensive marketing support system featuring a multi-million-dollar lead-generation engine and marketing automation.
Community and Events
Carson Group hosts several events for community building and professional development. These include the Excell Conference and Excell Represent, which serve as platforms for networking and skill enhancement among financial advisors. Additionally, Carson Group focuses on community impact with initiatives like the FinServ Foundation and Rock the Street Wall Street.
Investment Platform
Carson Group offers a flexible investment platform tailored to financial advisors' needs. Advisors have the option to manage their own portfolios or use managed models. This flexibility ensures that advisors can provide personalized investment solutions to their clients.