Our Financial Advisors
With offices across the country and a cutting-edge technology that helps us meet you where you are, our financial advisors serve clients anywhere in the United States. In addition, we have entire teams of executive leaders, experienced financial planners, investment professionals, researchers and more devoted to helping you find and pursue True Wealth.
Search for a team member below, or read on for what you should look for when selecting a financial advisor.
Selecting a Financial Advisor
What should you look for in a financial advisor? It starts with yourself and your personal best interests. At [PARTNER FIRM], our financial advisors are fiduciaries – putting your interests ahead of their own.
Think of it this way: You hire a doctor to help you pursue wellness. You trust this person with your health, and you want them on your team. It should be the same with your financial plan. You want a financial advisor who will help you pursue true wealth – whatever true wealth means to you.
Our financial advisors are located across the country. We serve every type of client – from young families to large estates, business owners, retirees (and soon-to-be retirees), widows, individuals who have built wealth, and those who are building wealth.
What Does a Financial Advisor Do?
It’s a common question: What does a financial advisor do? With all the investment tools and technology at your disposal, your financial advisor needs to be worth the fees you pay. That’s why we focus on value.
We provide value through the services we offer – which go much deeper than just investments – and through the transparency of our fees. We’ve studied all aspects of financial advice, we’re certified, we’re experienced, and we put your interests ahead of our own. [PARTNER FIRM] clients have access to all of our services.
Our team of financial advisors will design a plan to evaluate your current financial situation and direct you toward true financial freedom.
Our disciplined, time-tested investment strategies provide your portfolio with the proactive service you need to pursue your goals.
We’re here to help you avoid your own personal retirement crisis by putting your financial plan into concrete terms using our five-step process.
Our tax team of CPAs reviews your recent tax returns to identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future.
Our estate planning team helps you create a tax efficient, comprehensive estate plan that leaves little to chance, along with teaching you how your assets will be distributed.
Carson Private Client
Highly complex needs can require sophisticated solutions. Carson Private Client members get the one-on-one support they need.
Do I Need a Financial Advisor?
We are asked all the time: Do I even need a financial advisor? At what point does a do-it-yourselfer need a financial collaborator? The answer is different for every person. We have clients who are looking to build wealth, looking to protect wealth, and looking to pass wealth onto the next generation. In other words: We serve every type of investor.
Whether you’re looking for just one specific service – like a college savings plan for your children or a Roth IRA to supplement your 401(k) – we can help. In fact, we collaborate with you to help you pursue your goals.
Our financial advisor team brings multiple certifications, decades of experience and highly specialized education and training. But more than anything, we want to deliver on our promise:
Fiduciary comes from the Latin for “trust.” Our financial advisors work by the fiduciary standard, which means we put your interests first – not commissions, not agendas. We only succeed when you do.
Your assets are just that – yours. Our financial services team will help you clarify the values and goals that drive your financial life. Money is a relationship business, not a mere numbers game, and each person’s journey is unique.
Our financial advisors will fully explain our fee structure right away so you know what you’re paying for what you’re getting – because trust starts with transparency. You should know the value you’re receiving up front.
Advice in Common Language
If you can’t explain it clearly, then you don’t really know it – these are words our financial advisors live by. Our goal is to remove the jargon and complication in financial advice to keep you informed on your personalized plan. Keep it simple. Keep it clear.
We have the certifications, awards and team that prove our depth and nationally recognized experience. But that’s not what we hang our hat on. We take pride in your accomplishments – a well-executed financial plan, a legacy you leave to your children, or the ability to retire in confidence.