Carson Group Acquires $1.45B Total Wealth Planning in Largest Deal to Date 

Carson Group has announced a new strategic partnership with Total Wealth Planning, a Cincinnati-based advisory firm overseeing approximately $1.45 billion in assets under management. The 19-person team will rebrand as Carson Wealth, becoming the firm’s 34th wholly owned office and marking Carson’s largest acquisition to date. 

Led by Managing Partners and Wealth Advisors Robert Lemmons, Robert Siegmann, and David Wilder, Total Wealth Planning has built a reputation for serving what it calls “quiet millionaires”—clients who prioritize privacy, financial stewardship, and long-term planning over flashy lifestyles. The firm has cultivated deep multigenerational relationships through a client-first philosophy, a fee-only structure, and an emphasis on comprehensive, goals-based financial planning. 

“As our largest acquisition to date, this partnership caps a record-breaking year for Carson and reflects the momentum we’re seeing across the marketplace,” said Burt White, CEO of Carson Group. 

By joining Carson, the Cincinnati team gains access to a broader suite of capabilities, including the firm’s advanced technology stack, integrated data systems, and AI-powered tools designed to streamline planning and investment workflows. The office will also leverage Carson’s tax planning, estate planning, and private client services, allowing advisors to deliver more sophisticated solutions for high-net-worth and ultra-high-net-worth families. 

The acquisition marks Carson’s 22nd transaction of 2025. Most recently, Carson took full ownership of a Pennsylvania-based Carson Wealth office managing more than $358 million in assets. 

Echelon Partners served as the exclusive M&A advisor to Total Wealth Planning.