On January 13, 2025, Carson Group announced the acquisition of Taylor Financial Group.
Carson Group (“Carson”) announced, on January 13, 2025, that it acquired Taylor Financial Group (“Taylor”). The acquisition of Taylor will launch Carson’s tax strategy program for advisors and is set to go live in Q1 of 2025. Taylor brings a 10-person team and to Carson and will now operate under the name Carson Wealth Franklin Lakes. Further terms of the transaction were not disclosed.
Carson, based in Omaha, Nebraska, is a wealth management and financial services firm. As of January 2025, Carson Group had approximately $40 billion in assets under management.
Taylor, based in Franklin Lakes, New Jersey, is an investment advisor specializing in advanced tax planning and customized wealth strategies. As of January 2025, Taylor managed approximately $385 million in assets. Turkey Hill Management served as financial advisor to Taylor on the transaction.
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