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.
Thrivent Investment Management Inc. in May fired Nicholas Hale, according to his BrokerCheck profile.
About 70 bank and credit union advisors move to the Raymond James platform, while a $480M New Jersey team goes independent with LPL
The best tax plan asks not only how much a client could save, but what they would have to give up to save it.
A 20-year financial services veteran brings values-driven planning expertise to the St. Louis-based RIA.
New research shows a 71% plunge in actions in fiscal year 2026, with total settlements the lowest since the database began.
Growing wealth, evolving priorities, and untapped opportunities are reshaping how women approach long-term investing.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
