Carson Wealth Acquires Equity Stake in Ember Financial Planning
Carson Wealth, the Omaha, NE-based division of Carson Group serving financial advisors, is establishing a footprint in Missouri with the addition of Nevada-based White Ember Financial Planning.
Carson is acquiring an equity stake, which has not been disclosed, in White Ember, which manages approximately $117mn in client assets, and will rebrand as a Carson Wealth office.
“This change enables us to align with a bigger firm – one that will allow us to bring on additional advisors and continue to fuel our firm’s organic growth, all while continuing to provide an exceptional client experience,” said Ross Lawrence AIF® CEPA, managing director, partner and wealth advisor at White Ember.
Founded in 1983 by Ron Carson, Carson Group provides marketing, compliance, technology, investment strategies, succession planning, M&A support and coaching for financial advisors.
The firm currently manages more than $20 billion in assets and serves more than 44,700 families through its advisory network, including 136 partner firms and 36 Carson Wealth locations, some wholly owned and some with a minority stake.
