Carson Group announced the integration of Meikle Financial Group, which will transition into a Carson Wealth office as the firm deepens a partnership that began in 2018. The Phoenix-based advisory team, led by Managing Partners and Wealth Advisors Dail Meikle and Bruce Eisenhauer, oversees $111 million in advisory and brokerage assets.
Founded in 1969 by Bill Meikle after retiring from the Air Force, Meikle Financial Group has operated for nearly six decades, serving affluent retirees and families with comprehensive financial planning, retirement planning, estate planning, tax planning, and investment management services. Dail Meikle joined the business in 1983 and assumed leadership of the firm in 1997 following his father’s retirement.
Carson Group said the transition to a Carson Wealth office will provide the Meikle team with expanded operational support, enhanced technology infrastructure, customized investment strategies, and broader collaboration opportunities across Carson’s national network. The integration is also designed to support long-term continuity and succession planning as the firm prepares for its next generation of leadership.
Bruce Eisenhauer is expected to take on a more prominent leadership role within the family office as part of the transition. He will work alongside Client Experience Advocate Michelle Donner and Operations Manager Jarica Meikle.
Carson Group currently manages more than $58 billion in assets and serves over 60,000 client families through a network of more than 165 partner offices, including over 50 Carson Wealth locations nationwide.
KEY QUOTES:
“Meikle Financial has been in operation for nearly 60 years, exemplifying everything Carson Group seeks to support, experienced, client-focused advisors who want to amplify their impact. As the firm enters its next phase, this enhanced partnership strengthens continuity for clients while expanding access to the depth of resources, operational support and collaboration across the Carson network. With Carson, the Meikle team’s relationship-driven approach will be further supported by the next generation of leadership and the scale of a national platform.”
Burt White, CEO, Carson Group
“Having spent the entirety of my career growing this firm, rounding out the journey with a full integration with Carson Group felt like the natural next step. This transition allows us to maintain our personal, family-oriented approach while gaining access to a deeper bench of operational and planning support. Carson’s collaborative ecosystem makes them the ideal partner to strengthen our operations, expand our capabilities and ensure continuity as we look to the next generation of leadership.”
Dail Meikle, Managing Partner and Wealth Advisor, Meikle Financial Group
