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  6. Carson Group Acquires Total Wealth Planning

M&A Deal Summary

Carson Group Acquires Total Wealth Planning

On November 18, 2025, Carson Group acquired financial services company Total Wealth Planning

Acquisition Highlights
  • This is Carson Group’s 4th transaction in the Financial Services sector.
  • This is Carson Group’s 5th transaction in the United States.
  • This is Carson Group’s 1st transaction in Ohio.

M&A Deal Summary
Date 2025-11-18
Target Total Wealth Planning
Sector Financial Services
Buyer(s) Carson Group
Deal Type Add-on Acquisition
Advisor(s) Echelon Partners (Financial)

Target

Total Wealth Planning

Cincinnati, Ohio, United States
Total Wealth Planning provides fee-only wealth advisory services including comprehensive financial planning, investment management, tax planning, and estate coordination for individuals, families, business owners and high-net-worth clients. Total Wealth Planning in 2015 and is headquartered in Cincinnati, Ohio.

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Buyer(S) 1

Buyer

Carson Group

Omaha, Nebraska, United States
Category Company
Founded 1983
Sector Information Technology
Revenue 50M USD (1999)
DESCRIPTION

Carson Group is a provider of wealth management tools and services to financial advisors and direct clients. Carson’s flagship partner program offers an integrated technology platform for advisors, offering services including asset management, research, marketing, and compliance. Carson Group was founded in 1983 and is based in Omaha, Nebraska.

DEAL STATS #
Overall 5 of 5
Sector: Financial Services M&A 4 of 4
Type: Add-on Acquisition M&A Deals 4 of 4
State: Ohio M&A 1 of 1
Country: United States M&A 5 of 5
Year: 2025 M&A 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2025-04-08 Mommaerts Mahaney

Marquette, Michigan, United States

Mommaerts Mahaney provides a wide variety of services all geared to help you with your financial goals. Mommaerts Mahaney was founded in 1997 and is based in Marquette, Michigan.

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