Carson Group, an Omaha, Nebraska-based wealth advisory firm managing over $57 billion in assets under management, has acquired Carson Wealth in Murray, Utah, led by Managing Partner and Wealth Advisor Thom Hall, CFP, ChFC. The practice manages approximately $160 million in AUM and becomes Carson’s 43rd integrated office.
Hall has more than 30 years of experience advising families and business owners on wealth management, financial planning, and investment strategy. He joined Carson in 2018 as an independent advisor and later rebranded as a Carson Wealth equity office, with his practice evolving in recent years to focus on exit planning and helping business owners prepare for liquidity events. He is joined by wealth advisors Matthew Johnson and Lawrence Macfarlane, associate advisor Landon DeCoursey, paraplanner Joshua Potts, and five support staff members.
The transition to full integration marks the next step in Hall’s long-term succession plan, allowing him to de-risk his personal balance sheet while positioning the business for continued growth. By leveraging Carson’s scale, operational infrastructure, and specialized expertise, the team will spend less time managing business operations and more time focused on clients, team development, and new growth opportunities. Carson Group serves more than 60,000 client families across an advisory network of more than 165 partner offices, including more than 50 Carson Wealth locations.
KEY QUOTES:
“Thom has built a thoughtful, values-driven practice that reflects exactly what we believe great advising should look like. This next step is about positioning that business to endure well beyond any one individual. By integrating with Carson, Thom and his team can focus on serving clients across generations while we provide the scale, infrastructure and specialized expertise to support that continuity. As his team grows and brings in the next generation of advisors, this model ensures clients are cared for not just today, but for decades to come.”
Burt White, CEO, Carson Group
“This has been something I’ve considered for several years, and it ultimately came down to growth and focus. Carson is growing quickly, and being part of that momentum gives us the opportunity to keep building while taking some risk off the table. More importantly, it allows me to focus on clients and growing the business over the next five to 10 years, which is exactly where I want to be.”
Thom Hall, CFP, ChFC, Managing Partner, Carson Wealth Murray
