Carson Wealth Heads East with $180M Strategic Partnership
Carson Wealth, the Omaha-NE-based division of Carson Group, is expanding into the East, opening offices in Hanover, NH and Chester, VT, as part of a strategic partnership with Fisher Financial Advisors, which will be rebranded as Carson Wealth.
The offices will be $32 billion Carson Wealth’s first in both states, demonstrating the firm’s “commitment to extending its reach and impact.”
“Carson will be instrumental in elevating our client experience,” Tim Fisher, managing director and Wealth Advisor of Fisher Financial Advisors, said. “As we’ve grown, the need for additional expertise became apparent, and Carson’s expansive resources can help fill a lot of buckets for us, like portfolio management and tax and estate planning.”
The firm is also led by Fisher’s son, Nate Fisher, who noted that “Succession planning was also a paramount consideration for us. We wanted not only to sustain our growth, but to continue expanding. Partnering with Carson means we are actively planning for the future of our firm and our clients.”
Carson Group’s first acquisition in 2024 comes after $1.2 billion Nebraska-based Oakeson Steiner Wealth & Retirement announced its decision to join the RIA firm in December.
