On November 18, 2025, Carson Group announced its acquisition of Total Wealth Planning.
Carson Group (“Carson”) announced, on November 18, 2025, its acquisition of Total Wealth Planning (“Total Wealth”). Under the terms of the transaction, Total Wealth’s 19-person team will join Carson and rebrand as Carson Wealth. Further terms of the transaction were not disclosed.
Carson, based in Omaha, Nebraska, is a registered investment advisor offering financial planning, investment management, and business consulting services. Carson has approximately $50 billion in assets under management.
Total Wealth, based in Cincinnati, Ohio, is a wealth planning firm offering personalized wealth management to families in the Midwest. Total Wealth has approximately $1.45 billion in assets under management. Echelon Partners served as the exclusive M&A advisor to Total Wealth.
To read the press release: please click here.