Carson Wealth Management Group announced Monday that it has opened two regional offices in Washington State. The move signals Carson Wealth’s plan to expand with regional offices around the country.
Carson Wealth, based in Omaha, Neb., is led by CEO Ron Carson, who is a top-ranked advisor with LPL Financial. The company’s expansion plans will be overseen by Jonathan Foster, CWMG's president, who previously ran advisory corporate development for E-Trade Financial.
"Ron and I have been discussing expanding with regional offices around the country since I joined the firm in 2009,” Foster said in a news release. “We had to find the right time and the right partner with whom to make the first move: we've identified both."
That partner, Hanson NvO LLC, a Washington-based CPA firm, has been acquired by Carson Wealth and is now running his two offices under the Carson Wealth brand.
"I developed a close relationship with Ron and Jonathan over the last year, and have been deeply impressed by the capabilities of Carson Wealth," said Hanson NvO partner Paul Neiffer in the release. “I look forward to not only continuing my CPA practice, but also my new role as a wealth advisor at Carson Wealth."