Carson Adds Marietta Wealth Management to Carson Wealth

The Georgia four-partner practice, with about $1.6 billion in assets under advisement, joins Carson's integrated channel as part of a second Atlanta-area acquisition in about a week.

Updated on Nov. 3, 2026 in Financial Planning

Mid-rise brick and glass office building with a wooden entry canopy, surrounded by mature oak trees in a suburban Georgia setting. — Carson Group added Marietta Wealth Management, a Georgia practice overseeing about $1.6 billion in assets, to its Carson Wealth brand, with clients keeping their current advisors. AI Illustration. Upload story photo >

Carson Group has added Marietta Wealth Management, a four-partner Georgia practice with about $1.6 billion in assets under advisement, to its Carson Wealth brand. Clients will keep their current advisors and service staff after the deal.

Why it matters

The acquisition extends Carson's footprint in the Atlanta market and adds to its growing integrated office network, which now includes more than 50 Carson Wealth locations. For Marietta-area investors, it means continuity of existing advisory relationships under a larger firm.

Marietta Wealth Management brings about $1.6 billion in assets under advisement into Carson's roughly $66 billion in AUM, a share of under 3 percent. The announcement did not disclose deal terms or financing.

The players

Carson Group

Carson Group is an Omaha, Nebraska-based wealth management firm that reports more than $66 billion in assets under management and serves more than 60,000 client families.

Marietta Wealth Management

Marietta Wealth Management is a four-partner Georgia wealth advisory practice with about $1.6 billion in assets under advisement.

The details

Marietta Wealth Management joins Carson's integrated channel, where acquired practices become fully branded Carson Wealth offices. The firm's managing partners Scott Keller, Charlie Holloway, Ben Crowe, and Wes Hackney cited Carson's flexibility, entrepreneurial culture, and range of resources as reasons for the move.

November 3, 2026: Carson announces the Marietta Wealth Management acquisition.
Late October 2026: St. John & Associates joins Carson Wealth's Milton, Ga. office.
September 2026: Carson reaches 50 integrated offices with its Elios Financial Group acquisition.
July 2026: Carson launches the Carson Equity Program for W-2 advisors and staff.

Market Dynamics

The deal extends Carson's integrated acquisition model, which has now brought more than 50 Carson Wealth offices into the network. It follows a pattern of consolidation in independent wealth management, in which larger firms absorb regional practices while keeping them under a unified brand.

Clients of Marietta Wealth Management will keep their current advisors and service staff through the transition. Investors should confirm any changes to fee schedules or account service terms directly with their advisor.

The takeaway

When a financial advisor's firm changes ownership, review your advisory agreement and fee schedule to confirm nothing has changed. Ask your advisor directly how client service and reporting will be affected.