Carson Group Adds $111M Meikle Financial Group

Carson Group has acquired an Arizona-based wealth management firm, which manages $111 million in advisory and brokerage assets. 

Phoenix-based Meikle Financial Group, established in 1969, is led by managing partners and wealth advisors Dail Meikle and Bruce Eisenhauer and specializes in financial planning, retirement planning, estate planning, tax planning, and investment management for ultra-high-net-worth clients, including retirees. 

The team is joined by client experience advocate Michelle Donner and operations manager Jarica Meikle. 

The firm was originally founded by Meikle’s father, Bill Meikle. Dail joined the firm in 1983 and has led the firm since 1997, when Bill retired, Carson said. 

As part of the acquisition, Meikle Financial Group will transition to a Carson Wealth office and marks Carson Group’s 45th integrated office, following its addition of Green Bay, WI-based Harbor Wealth Management, which oversees $396 million in assets under management. 

Additionally, the firm will gain access to Carson’s resources, support, and technology, Carson said. 

Meikle Financial’s relationship with Carson Group initially started in 2018 when the firm partnered with Carson as an independent advisor team. 

“Having spent the entirety of my career growing this firm, rounding out the journey with a full integration with Carson Group felt like the natural next step,” Meikle said. “This transition allows us to maintain our personal, family-oriented approach while gaining access to a deeper bench of operational and planning support.” 

Omaha, NE-based Carson Group, founded in 1983, oversees more than $58 billion in assets for more than 60,000 families, the firm said.