On October 15, 2024, Carson Group announced that it acquired Sweet Financial Partners.
Carson Group (“Carson”) announced, on October 15, 2024, that it acquired Sweet Financial Partners (“Sweet Financial”). Sweet Financial will continue to operate under its own name. Further terms of the deal were not disclosed.
Carson, based in Omaha, Nebraska, is a wealth management and financial services firm. Carson Group manages roughly $38 billion in assets under management.
Sweet Financial, based in Fairmont, Minnesota, is a financial planning firm that specializes in retirement planning, tax efficiency, wealth transfer and business exit planning. Sweet Financial had approximately $1 billion in assets under advisement.
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