A complete list of active advisors currently associated with Carlson Wealth, LLC

Warmer can help you find a great advisor at Carlson Wealth, LLC or one who fits your needs even better.

Carlson Wealth serves individual investors as well as retirement plan sponsors and plan participants, offering ongoing asset management, written financial planning (full and modular), and a range of retirement plan services. The firm provides both non‑discretionary and discretionary management and delivers participant education and enrollment support as part of its plan services. The firm’s investment approach is rooted in modern portfolio theory, emphasizing long‑term, buy‑and‑hold diversified portfolios implemented primarily through mutual funds and ETFs and managed models with periodic rebalancing. Carlson Wealth integrates financial planning with portfolio management and tailors services to client objectives, allowing reasonable account restrictions and both discretionary and non‑discretionary arrangements. Noteworthy aspects include an ownership affiliation with an accounting firm and a principal with a CPA background, which the brochure describes as a source of tax and accounting referrals and coordinated services. The firm also emphasizes retirement‑plan fiduciary work—offering both fiduciary consulting and discretionary management plus group education/seminar support for participants—which is less common among small independent advisers.

To learn more about the advisors currently working at Carlson Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.