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Direct Investment  + Financial Advisory  + M&As  + RIAs & Financial Advisors  + Wealth Management  |  March 5, 2026
Carson Group Takes Full Ownership of Applied Financial Planning
Joe Palmisano
By: Joe Palmisano

Carson Group Takes Full Ownership of Applied Financial Planning

Carson Group has fully acquired Applied Financial Planning, an Irvine, California-based firm overseeing approximately $635 million in advisory and brokerage assets. 

Led by Managing Partners William C. O’Connor and Sean Walker, Applied was founded in 1986 as a tax-focused practice and has evolved into a multigenerational wealth management firm. Today, the business includes seven advisors and an 11-member support team delivering comprehensive financial planning, investment management, retirement and estate planning, and tax strategy. 

“Applied Financial Planning demonstrates what advisors can build through decades of disciplined leadership, deep client relationships and a commitment to serving families across generations,” said Burt White, CEO of Carson Group. 

Applied first connected with Carson decades ago when O’Connor participated in the firm’s coaching program. The RIA formally affiliated with Carson as an independent partner in 2020 before transitioning to full ownership. 

The acquisition marks Carson Wealth’s 39th wholly owned location and strengthens the firm’s California footprint. It follows Carson’s recent full acquisitions of Integrated Wealth Management in Arizona ($430 million in assets) and a Georgia-based Carson Wealth office overseeing $218 million. 

Based in Omaha, Carson manages more than $56 billion in assets across over 165 partner offices, serving more than 60,000 client families nationwide. 

Pictured: William C. O’Connor and Sean Walker 

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About Joe Palmisano

Joe Palmisano is editorial director of Connect Money, where he oversees daily coverage of alternative assets, direct investments, financial advisory and the economy. He brings three decades of experience as a financial journalist, analyst and portfolio manager. Before joining Connect Money, Palmisano wrote for The Wall Street Journal, covering foreign exchange, global fixed-income and equity markets. He later served as a senior research analyst and portfolio manager, producing market analysis and managing foreign exchange and U.S. equity portfolios for FX Concepts. His work has also appeared in SFO Magazine and CMT Association publications. Palmisano earned a bachelor’s degree in finance from The American University and holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.
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