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Deals Of The Day: The Latest In Wealth Management M&A – Carson Wealth

Editorial Staff February 5, 2024

Deals Of The Day: The Latest In Wealth Management M&A – Carson Wealth

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

Carson Wealth has added two new offices in Hanover, New Hampshire, and Chester, Vermont, part of a strategic partnership with Fisher Financial Advisors, which will now be rebranded as Carson Wealth.

These will be the first Carson Wealth locations in both states, Carson said in a statement late last week.

The firm is led by Tim Fisher, managing director and wealth advisor, and his son, MD and wealth advisor, Nate Fisher.

The deal is Carson’s first such transaction in 2024. FP Transitions served as the M&A advisor to Fisher Financial Advisors in the transaction, the financial terms of which were not disclosed.

Carson manages $32 billion in assets and serves more than 49,000 families among its advisory network of 150+ partner offices, including more than 50 Carson Wealth locations.

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