A complete list of active advisors currently associated with Carson Advisory Group

Warmer can help you find a great advisor at Carson Advisory Group or one who fits your needs even better.

Carson Advisory Group provides financial planning and investment management to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, foundations, and small businesses. Services described in the brochure include tailored financial planning, retirement plan consulting and implementation, and both discretionary and non‑discretionary portfolio management across clients’ accounts. The firm’s investment approach emphasizes strategic asset allocation using institutional no‑load mutual funds, ETFs, individual equities, bonds and select alternative investments, with personalized recommendations based on client goals and risk tolerance. Carson Advisory Group also offers and implements managed and wrap programs (including its Ambassador wrap fee program and Raymond James‑administered platforms such as RJCS, Freedom and Freedom UMA) and may use tools such as options writing and margin in separately managed accounts when appropriate. Distinctive features disclosed in the brochure include the firm’s role as a wrap‑fee program sponsor and its use of third‑party referral/solicitor arrangements (for example, relationships with SmartAsset, BlueStar Connections and The 401K Advisor Line), which the firm discloses as potential sources of referral‑related conflicts. The firm’s operations are closely integrated with Raymond James—custody, managed program subadvisory relationships, email hosting, and many advisors’ broker‑dealer registrations—which the brochure identifies as important to service delivery and as a source of potential conflicts or revenue sharing (including participation in margin and securities‑based lending programs).

To learn more about the advisors currently working at Carson Advisory Group, 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.