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Carson Group

About Carson Group

Carson Group is a wealth management firm founded in 1983 by Ron Carson. Starting from a college dorm room at the University of Nebraska, it has grown into a nationally recognized financial services organization, managing approximately $38 billion in assets as of 2024. Headquartered in Lincoln, Nebraska, Carson Group serves clients across the U.S. with a planning-first philosophy that emphasizes holistic financial strategies tailored to individual goals.

Min project size

50,000+

Hourly rate

50 / hr

Employees

340

Locations

United States

Year founded

Founded 1983

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

Leadership Team

B

Ben Mathis

VP, IT Operations & Security

B

Burt White

Chief Executive Officer

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