Carson Wealth Management Group

About Carson Wealth Management Group

<p>Founded in 1983, Carson Wealth Management Group is part of the Carson Group network and is headquartered in Omaha in the heart of the Midwest. The firm works with retirement plan sponsors and individuals, with $55.0B in AUM as of 2026.</p> <p>Carson Wealth has offices across major metro areas and regional markets, including Washington, DC; the Dallas–Fort Worth area (Southlake, Cleburne, Burleson); the Orlando area (Orlando and Winter Park); the Kansas City area (Overland Park); greater Boston (Foxboro); Minneapolis–St. Paul (Maple Grove); Reno; Raleigh; and additional locations in Hagerstown and Columbia, Maryland; Yorkville, Illinois; Lake Ozark, Missouri; Monroe, Louisiana; Cando, North Dakota; Yuma, Arizona; and Ponte Vedra Beach, Florida.</p> <p>For employer plans, the team offers ERISA fiduciary support as a 3(21) co-fiduciary and as a 3(38) investment manager. Plan sponsors that want a single firm for investment oversight and committee support often use Carson to set the investment lineup, document decisions, and monitor ongoing performance.</p> <p>One differentiator is the combination of national scale and a large network of local offices, which can help multi-location employers keep a consistent retirement plan process.</p> <ul> <li>ERISA 3(21) co-fiduciary services</li> <li>ERISA 3(38) investment management</li> <li>Investment policy and lineup monitoring for plan committees</li> <li>Participant-facing retirement planning support</li> <li>Works with plan sponsors alongside other <a href="/plan-advisors">plan advisors</a></li> </ul>

Website: https://www.carsonwealth.com/retirement-plan-consulting/

Founded: 1983