Carson Group announced today it has acquired full ownership of its Carson Wealth office in Doylestown, Pennsylvania. The acquisition marks the firm’s 30th wholly owned location nationwide and underscores its continued strategy to expand in key markets, according to a company release today, shared with InvestmentNews.
The Doylestown office, which manages approximately $353 million AUM, is led by managing partner Mick Edwards. The Doylestown team serves clients across 20 states and throughout the Greater Delaware Valley. Carson Group CEO Burt White praised the office’s deep community ties and multigenerational focus, noting the team will now benefit from Carson’s broader platform of tax planning, investment solutions and technology. The transition comes as longtime leader Karl Kimball prepares for retirement after decades of service in shaping the office’s success and values.
“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.” Edwards described the acquisition as a strategic move to ensure long-term growth and continuity for clients.
Carson Group is a a wealth advisory firm overseeing more than $45 billion in assets under management. Last year, Echelon in its Q3 2024 RIA M&A deal report placed Carson Wealth among the top six most active acquirers in the RIA space at the time, amid its new tax-planning program. “We’re defining the future of wealth management and how advisors approach tax planning,” said Burt White, CEO of Carson Group. And at the beginning of 2025, the Omaha-based firm announced its full acquisition of Carson Wealth Chicago, marking a significant milestone for the firm's growth strategy, representing a long line of strategic full acquisitions. Across its network, the firm had 21 wholly owned Carson Wealth offices, with six of those added just last year.
In a constant fight over control of clients, the financial advice industry has a long history of such allegations and disputes.
Retirement fintech Vestwell has hit profitability and $200 million in annual recurring revenue, powering savings programs for 750,000 employers and Wall Street’s biggest firms
Meanwhile, &Partners has drawn another Wells Fargo team based in Missouri, while an experienced South Carolina advisor has returned to Cetera from LPL.
Faulty Forms 1099 and account statements reportedly left some Vanguard brokerage customers overpaying or underpaying taxes for over a decade.
The democratization of ETFs cuts both ways
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
