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Industry Spotlight > Mergers and Acquisitions

Carson Group Adds $1B Group in Midwest

By Janet Levaux

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Carson Group said Tuesday that it struck its second largest deal to date with the addition of  Sweet Financial Partners, a 12-person team that works with $1 billion in assets under administration and is based in Fairmont, Minnesota.

The news comes about 16 months after Carson formed an equity partnership with RIA Northwest Capital Management, which included 13 team members and over $5 billion in assets under management when the deal was announced last year.

Sweet Financial Partners is led by Bryan Sweet, managing partner and wealth advisor. The firm  has been a long-term member of Carson Coaching and relies on its own approach to financial planning, which it calls The Dream Architect process. It focuses on retirement planning, tax efficiency, wealth transfer and business exit planning.

“Bryan and his team exemplify the values and client-centric approach that Carson stands for. Their expertise in comprehensive financial planning and commitment to a ‘life well lived’ mentality make them an ideal addition to our advisor community,” said Carson Group CEO Burt White, in a statement.

Carson Group manages about $38 billion in assets and serves more than 50,000 client families through its network of over 150 partner offices, including more than 50 Carson Wealth locations.

“Our team is excited to join forces with Carson Wealth. This collaboration allows us to maintain our local focus while tapping into the resources of a national brand,” Sweet said in the statement. “It’s a natural progression that aligns perfectly with our culture of inspiring clients to realize their dreams are possible.”

Janet Levaux

@Think_JanetL

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