Carson Adds Penn. $353M-Asset Firm, Its 30th Wholly Owned Office
Carson Group, a wealth advisory firm with over $45 billion in assets under management, has fully acquired the Carson Wealth location in Doylestown, Pa. This move marks Carson’s 30th wholly owned office nationwide and reflects the firm’s continued investment in deepening its presence in key markets across the country.
The Doylestown team, which serves approximately $353 million AUM, is led by Mick Edwards, CIMA, CRPC, managing partner and wealth adviser. According to Carson Group, the office is known for its high-touch, values-driven approach to financial advice – serving families, individuals and businesses throughout the Greater Delaware Valley and across 20 states.
“Doylestown represents everything we look for in a team – deep community ties, a multigenerational perspective and an unwavering commitment to putting clients first,” said Burt White, chief executive officer of Carson Group. “At Carson, we believe financial advice should be both personal and purposeful, and that’s exactly what this team delivers.”
The Doylestown office’s values-centered approach—where advisors often begin meetings in prayer with clients—is central to its identity. As a Carson Wealth office, the team will continue to uphold this tradition while gaining operational scale, deeper planning resources and expanded investment capabilities.
“As a wholly owned location, they’ll now have access to the full ecosystem of Carson resources, including holistic tax and estate planning, advanced investment strategies and robust technology – all while maintaining the heart and soul of what makes their client relationships so special,” added White.
The team includes Janet Barrett, ChFC, CDFA, and Scott Wetherbee, CPA, partner and wealth advisers; along with Kevin Oleszewski, CFP, director of wealth planning; Jonathan Moyer, CFP, and Jimmy Cuorato, both wealth advisers; Connor White, associate wealth adviser; and office support members Brenda Robinson, Jenn Mershon, Michele Taylor and Deb Walker. The transition also coincides with the planned retirement of Karl Kimball, CLU, ChFC.
“Becoming a wholly owned Carson Wealth office was a clear and strategic decision for us,” said Edwards. “Carson is on a strong upward trajectory, and we’re excited to be part of that momentum. At a time when valuations for firms like ours are at historic highs, we knew this was the right move to ensure long-term growth and opportunity.”
Carson Group manages over $45 billion in assets and serves more than 54,000 client families among its advisory network of 150+ partner offices, including more than 50 Carson Wealth locations.
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