Carson Group Expands Into Alaska, Partnering With $436 Million-AUM Firm
Carson Group, a wealth advisory firm with more than $48 billion in assets under management, announced a new partnership with Shilanski & Associates, a comprehensive financial planning firm headquartered in Anchorage, Alaska. Shilanski & Associates, which manages approximately $436 million in assets, will retain its current leadership team as it joins the Carson Wealth network as a wholly owned firm.
“As the first Carson office in Alaska, this partnership not only expands our footprint across the nation but also strengthens our commitment to empowering adviser-led firms with the tools, resources, and community they need to thrive,” said Burt White, chief executive officer of Carson Group. “Shilanski & Associates has built an exceptional reputation for disciplined planning and personalized service, and we are honored to help carry that legacy forward. Together, we’ll combine our practitioner-led model, innovative technology platform, and deep bench of specialists to unlock new growth opportunities for their clients and their team.”
Founded in 1981 by U.S. Air Force veteran Floyd Shilanski, RFC, and his wife, Rosa C. Shilanski, Shilanski & Associates has built a decades-long reputation for providing disciplined financial planning for retired civilian federal employees. The leadership team has grown to include Floyd and Rosa’s son and daughter, Micah Shilanski and Jamie C. Shilanski, who both serve in the roles of managing partner and wealth adviser. The team also includes director of operations, Charnell Cole, and director of portfolio management, Edward Hoyt, as well as seven other professionals across the areas of financial planning, relationship management, and operations.
“Discipline is our secret to success because it creates freedom for us and for our clients. We have found a partner who understands and shares that philosophy in Carson,” said Floyd Shilanski.
Through the partnership with Carson Group, Shilanski & Associates will gain access to Carson’s advanced tax planning services, high-net-worth client services, innovative technology platform, and nationwide team of specialists. Shilanski & Associates reportedly plans to deepen its expertise in retirement tax strategies, enhance succession planning for future generations of advisers, and continue delivering highly personalized service to every client.
“As we welcome Shilanski & Associates to our network, we’re honored to help carry forward Floyd’s legacy while also fueling the next chapter of growth for this family-run team,” said Michael Belluomini, Carson Group’s senior vice president of mergers and acquisitions. “With our resources, coaching, and community, we’re confident the Shilanski team is well-positioned to deliver meaningful impact for clients today and long into the future.”
Shilanski & Associates is the 32nd Carson Wealth office. The partnership with Shilanski & Associates follows closely on the firm’s acquisition of the Carson Wealth location in Doylestown, Pa. The company also recently expanded its offerings for advisers with the launch of private client services, a suite of white-glove solutions designed to help Carson advisers serve and retain high-net-worth clients.
Carson Group manages over $48 billion in assets under management and serves more than 54,000 client families among its advisory network of more than 150 partner offices, including more than 50 Carson Wealth locations.
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