Find Your Freedom

Financial freedom isn’t just about money. It’s about finding your why and aligning your resources to pursue it. Carson Wealth helps you define that why and create a financial plan that lets you live out your unique vision of freedom.

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Money doesn’t have to be complicated.

The Find Your Freedom Planning Promise™

Our holistic approach covers every facet of your financial picture. We tailor every decision to move you closer to your why.

You-Focused Financial Plan

We create a customized, you-focused financial plan presented in plain English that starts with your unique vision of financial freedom.

Transparent, Straightforward Fees

You'll always know and understand what you’re paying your advisor – and how those fees apply to your investments.

The Find Your Freedom Planning Promise™

You-Focused Financial Plan

Transparent, Straightforward Fees

The Carson Wealth Difference

The Find Your Freedom Planning Promise™

Our holistic approach covers every facet of your financial picture. We tailor every decision to move you closer to your why.

You-Focused
Financial Plan

We create a customized, you-focused financial plan presented in plain English that starts with your unique vision of financial freedom.

Transparent, Straightforward Fees

You’ll always know and understand what you’re paying your advisor – and how those fees apply to your investments.

Who We Serve

At Carson Wealth, our goal is to help you pursue your goals, whether you’re
just getting started, preparing for retirement, or well into your golden years.

At Carson Wealth, our goal is to help you reach your goals, whether you’re just getting started, preparing for retirement, or well into your golden years.

BUSINESS OWNERS AND EXECUTIVES

I want to help my business continue to thrive, while also planning for retirement and succession.

PRE-RETIREES

I want to protect the wealth I’ve acquired and put it to work for me so I can continue to grow my assets.

RETIREES

I’m already retired and want to make sure my legacy is protected (and I don’t run out of money anytime soon).

PRIVATE CLIENT

I’m a high-income earner with complex needs that require sophisticated, specialized solutions.

YOUNG INVESTOR

I’m a young professional looking to expand my family, eliminate debt and help grow my wealth.

What We Do

You define freedom. We’ll design the path to help you get there.

From financial planning to retirement planning and everything in between, our guidance is designed with one goal in mind: to help you find your freedom.