Carson Advisory Group

About Carson Advisory Group

<p>Affiliated with Raymond James, this Athens-based advisor works across northeast Georgia and beyond with individuals, families, business owners, retirees, university professionals, and clients dealing with sudden wealth. Carson Advisory Group is a registered investment advisor that also supports institutions such as endowments, foundations, non-profits, and charitable organizations.</p> <p>The firm’s work includes financial and retirement planning, investment management, and strategies for estate planning and charitable giving. It also offers longevity planning for clients who want to map income needs and spending over a longer retirement.</p> <p>For employers, Carson Advisory Group provides fiduciary services as a <a href="/plan-advisors">plan advisor</a>, including 3(21) co-fiduciary support and 3(38) investment manager services for retirement plans.</p> <p>What sets the firm apart is its focus on a personal, detail-oriented process paired with access to Raymond James resources for investment and planning support.</p> <ul> <li>Registered investment advisor affiliated with Raymond James</li> <li>3(21) fiduciary guidance for plan sponsors</li> <li>3(38) investment manager services for retirement plans</li> <li>Financial and retirement planning plus investment management</li> <li>Estate, charitable giving, and longevity planning strategies</li> </ul>

Website: https://www.raymondjames.com/carsonadvisory/