Carson Group has taken full ownership of a Pennsylvania-based Carson Wealth office that oversees more than $358 million in assets under management.   

The office, led by managing partner and wealth advisor Neal McGrath, has been a Carson Wealth office since 2022, after initially joining Carson Group’s network in 2013. 

The firm marked Carson Wealth’s second office in Pennsylvania, following its full ownership of a Pennsylvania-based Carson Wealth office that oversees more than $353 million in assets under management. 

McGrath’s team marks Carson Group’s 33rd wholly owned Carson Wealth office and provides “proactive” and “comprehensive” financial planning, tax strategies, estate, and legacy planning. 

“Part of our growth over the last three years has come from serving higher-net-worth clients with more complex needs,” McGrath said. “It became clear that a more integrated approach with Carson would allow us to better meet those challenges while continuing to deliver exceptional advice.” 

Recently, Carson Group added Anchorage, Alaska-based Shilanski & Associates, which oversees $436 million in assets under management. Making Shilanski Carson’s first wholly owned office in Alaska and its 32nd Carson Wealth location.  

Omaha, NE-based Carson Group, founded in 1983, oversees $48 billion in assets for more than 54,000 families, according to the firm.

Pictured: Neal McGrath