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.

Nationally Recognized

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 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.

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.

Financial Planning

Retirement Planning

Estate Planning

Investment Management

Tax Planning

Business Ownership

Private Client Services

Insurance

Education Savings

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow annually over the long-term (10+ years)?

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Carson Wealth Location

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Locations Near You:

Washington, DC

800 Maine Avenue
SW #200
Washington D.C. 20024

Hagerstown, MD

19833 Leitersburg Pike, Suite 1
Hagerstown, MD 21742

Downingtown, PA

255 W Uwchlan Avenue
Suite 200
Downingtown, PA 19335