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

Editorial Staff

29 September 2023

Carson, FAI Wealth Management
US-based Carson Group has partnered with FAI Wealth Management, an advisory firm based in Columbia, Maryland. 

Founded in 1987, FAI manages $300 million in client assets nationwide. The team of seven will continue to be led by managing director and wealth advisor, Mark Stinson, from the Columbia, Maryland office location.

FAI will rebrand to Carson Wealth. Alaris Acquisitions advised FAI on the deal.

Carson Group manages $30 billion in assets and serves more than 47,000 families among its advisory network of 140+ partner offices.