Carson Group

When the market shifts, the right partner can make all the difference. In this Know Your Worth episode, hear how Carson’s M&A support goes beyond the transaction—helping advisors navigate volatility, client conversations, and long-term success. Featuring Eric Leeper, CFA and James Fisher from FP Transitions, listen to the full episode below! 🎥 Watch the episode: https://hubs.li/Q03hPgBd0 #KnowYourWorth #RIAGrowth #CarsonGroup #MAsupport Michael Belluomini Michael Wieger, JD

Change doesn’t happen overnight—but it starts with honest conversations.💬 On the WomenShare: A Celebration of Women in Financial Services Podcast, Dr. Lisa Toppin, Carson's VP of Workforce and Market Expansion, talks about creating cultures that support growth, equity, and real progress in the workplace. Get the full episode here ⬇️ 🎧 Apple : https://hubs.li/Q03hl6cN0 🔊Spotify: https://hubs.li/Q03hl8d10 👀YouTube: https://hubs.li/Q03hl68-0 #Leadership #WorkplaceCulture #WomenInWealth #CarsonGroup

We're proud to see our own Caroline Taylor featured in InvestmentNews for her thoughtful, strategic approach to volatility, showcasing the impact next-gen advisors are making in today’s market. At just 26, Caroline is helping clients turn downturns into long-term wins with tax-smart planning and steady guidance. Read the full article here: https://hubs.li/Q03h4ttV0 #WealthManagement #NextGenAdvisors #FinancialPlanning

Advisors looking to turn market volatility into opportunity should take note. Debra Taylor CPA/PFS™️, JD, CDFA®️ shares with ThinkAdvisor how tariff-driven market moves could open the door for smart Roth conversions—if approached with precision. Read the full piece: https://hubs.li/Q03gW7fV0 #RothConversions #TaxStrategy #CarsonGroup #WealthPlanning

Thank you to Paul La Monica and Barron's for spotlighting key perspective from our Chief Market Strategist Ryan Detrick, CMT in the market breakdown. In times of heightened volatility, Ryan reminds investors that “the best and worst days are usually always near each other.”  Historical patterns show that sharp rallies often occur before a true market bottom. Ryan also pointed out that Wednesday’s rally wasn’t just strong—it was “off the charts” in terms of volume and breadth. A timely reminder to stay focused on long-term trends over short-term noise. Read the full article here: https://hubs.li/Q03gW7Tl0 #MarketInsights #WealthManagement #EconomicOutlook

📍 Markets move. Your plan should stay grounded. When volatility hits, it’s easy to get caught up in the headlines. But a well-built financial plan is designed to absorb the punches. If the market is down 20%, the real question isn’t “What now?”—it’s “Is your plan still on track?” And more often than not, the answer is yes. Whether it's retirement, a second home, or long-term goals, the focus should stay on the plan—not the noise. Listen to this week's full insight on #FactsVsFeelings 🎧Spotify: https://hubs.li/Q03gyT550 🔊Apple: https://hubs.li/Q03gyJWK0 🎥 YT: https://hubs.li/Q03gy_wB0. #FinancialPlanning #LongTermGoals #MarketVolatility #StayTheCourse #CarsonGroup

✨ Real change starts with intentional leadership.✨ On the latest Women SHARE Podcast, Carson’s Dr. Lisa Toppin shares how we can elevate more women in wealth management and build a culture where everyone has the opportunity to grow. 🎧 Don’t miss this powerful conversation! #WomenInWealthManagement #WomeninLeadership #CarsonGroup #FutureOfWork

Carson Group is proud to partner with Flourish to expand cash management solutions for our advisors and their clients. As the RIA space evolves, we’re focused on delivering innovative tools that enhance the advisor experience and client outcomes. Read what Dani Fava had to say in her conversation with Citywire: https://hubs.li/Q03gL-FV0 #CarsonGroup #CashManagement #WealthManagement #RIA #AdvisorSolutions

Join us for this month’s Know Your Worth livestream, where hosts Michael Belluomini, SVP, Mergers & Acquisitions, and Mike Wieger, VP, Mergers & Acquisitions will dive into the latest trends in the M&A market and what they mean for financial professionals considering a transition. This month, we’re excited to welcome Eric Leeper, CFA and James Fisher, JD, of FP Transitions to the conversation.

📰 Carson Group’s latest expansion in Michigan featured in InvestmentNews. Burt White shared how the transition of Carson Wealth’s newest office in Marquette allows Jon Mommaerts and his team to focus more on clients—while we manage the day-to-day operations. Check out the article: https://hubs.li/Q03gGGYX0 #CarsonGroup #FindYourFreedom #WealthManagement #FinancialAdvisors #RIA