Carson Group Fully Acquires $353M Carson Wealth Pennsylvania Location 

Carson Group has fully acquired a Pennsylvania-based Carson Wealth office that oversees more than $353 million in assets under management.  

The office, led by managing partner and wealth advisor Mick Edwards and managing director Karl Kimball, has been a Carson Wealth office since 2021. The team marks Carson Group’s 30th wholly owned Carson Wealth office. 

The team also includes partner and wealth advisors Janet Barrett and Scott Wetherbee, director of wealth planning Kevin Oleszewski, wealth advisors Jonathan Moyer and Jimmy Cuorato, and associate wealth advisor Connor White. The team is supported by office support members Brenda Robinson, Jenn Mershon, Michele Taylor, and Deb Walker. 

The firm’s transition comes as Kimball prepares to retire from the practice after largely contributing to the office’s “success and culture” over many decades, Carson Group said. 

“Becoming a wholly owned Carson Wealth office was a clear and strategic decision for us,” Edwards said. “Carson is on a strong upward trajectory, and we’re excited to be part of that momentum. At a time when valuations for firms like ours are at historic highs, we knew this was the right move to ensure long-term growth and opportunity.” 

The office, which was previously known as Strategic Wealth Partners, rebranded under Carson Wealth in 2021, where the team oversaw about $200 million in client assets. The firm marked Carson Wealth’s first office in Pennsylvania. 

Carson Group’s CEO, Burt White, said its newest acquisition will allow for the office to gain full access to Carson resources, which include the firm’s “holistic” tax and estate planning, investment strategies, and technology, while “maintaining the heart and soul of what makes [the office’s] client relationships so special.” 

In July, Carson Group acquired half of Englewood, CO-based Aveo Capital, which oversees more than $1.6 billion in assets under management, in a transaction valued at $608 million.  

Aveo Capital is considered Carson Group’s 29th wholly owned firm, a company spokesperson said to Connect Money. 

Carson Group also fully acquired Maryland-based Jacob William Advisory, a Carson Wealth office that oversees more than $300 million in client assets. 

Omaha, NE-based Carson Group, founded in 1983, oversees $45 billion in assets for more than 54,000 families, according to the firm.

Pictured: Mick Edwards