Carson Group announced it has fully acquired its Carson Wealth location in Milton, Georgia, building on what it described as a long-standing partnership with Managing Partner and Wealth Advisor G.C. Lewis. The Omaha, Nebraska-based wealth advisory firm manages more than $55 billion in assets under management, and the Milton team reported about $218 million in advisory and brokerage assets.
As part of the acquisition, Carson Group said the Carson Wealth location in Atlanta and Dunwoody will be integrated into the Carson Wealth Milton office, a move the firm said will strengthen its presence in Georgia and support growth across the Southeast.
Carson Group framed the transaction as the next step in a relationship that began more than a decade ago through Carson Coaching and deepened when Lewis’ team transitioned to Carson Wealth as an independent office in 2023. The firm said the fully owned structure is intended to expand client access to tax planning capabilities and private client services, while also providing additional infrastructure and strategic support for potential advisor acquisitions tied to succession needs.
The firm also highlighted a new service calendar, which is designed to provide year-round value through proactive, tax-aware planning and planned client touchpoints. Carson Group said that, with the Milton and Atlanta offices now wholly owned, the combined team will continue to focus on comprehensive financial planning, including retirement planning, tax strategy, and wealth management.
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“Carson Group continues to build momentum as we grow across the nation and deepen a community grounded in alignment, continuity and scale. What makes this acquisition especially meaningful is our long-standing partnership with G.C., who has been part of the Carson family for more than a decade. Together, we were able to support his vision for expanding the firm’s impact while preserving the culture and trusted client relationships he has built over the years. By fully integrating these offices, we are investing in proven leadership and strengthening our regional presence in a way that positions us for sustained growth across the Southeast.”
Burt White, CEO, Carson Group
“I’ve partnered with Carson for years and have always admired their commitment to helping advisors grow while serving clients at the highest level. This acquisition strengthens that partnership and gives us the resources to grow both organically and through strategic acquisitions. It also carries deep personal meaning for me as Jon Baker, my mentor and friend, introduced me to Carson and worked closely with their team to build the Atlanta office. After his passing, I’m honored to carry his legacy forward by leading both teams and ensuring we remain future-ready for generations to come.”
G.C. Lewis, Managing Partner And Wealth Advisor, Carson Wealth Milton
