Carson Group Buys $1B Firm

Carson Group, a leading wealth management and financial services firm, announced its second largest deal to date with the addition of Sweet Financial Partners, a $1 billion AUA firm based in Fairmont, Minnesota.

Sweet Financial Partners is led by managing partner and wealth advisor, Bryan Sweet. The 12-person team will continue to operate as Sweet Financial Partners and retain its local focus while leveraging Carson’s national resources. Sweet Financial specializes in several key areas including, retirement planning, tax efficiency, wealth transfer and business exit planning.

Burt White, CEO of Carson Group, commented on the partnership, “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.”

“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. It’s a natural progression that aligns perfectly with our culture of inspiring clients to realize their dreams are possible,” said Sweet.

Sweet Financial Partners were advised by Wise Rhino Group, which provides M&A advisory services for the financial services industry including wealth advisors and retirement consultants.

Carson Group currently manages $38 billion in assets and serves more than 50,000 client families among its advisory network of 150+ partner offices, including more than 50 Carson Wealth locations.