The Carson Wealth location in Doylestown has been fully acquired by Carson Group, a wealth advisory firm with more than $45 billion in assets under management, reports the Carson Group on Yahoo! Finance.
The Doylestown team manages approximately $353 million in assets and is led by Managing Partner and Wealth Advisor Mick Edwards, CIMA, CRPC.
Their high-touch, values-driven approach supports clients not only in the Greater Delaware Valley but also across 20 states.
“Doylestown represents everything we look for in a team—deep community ties, a multigenerational perspective, and an unwavering commitment to putting clients first,” said Burt White, CEO of Carson Group. “At Carson, we believe financial advice should be both personal and purposeful, and that’s exactly what this team delivers.”
The acquisition will provide the Doylestown location with “access to the full ecosystem of Carson resources, including holistic tax and estate planning, advanced investment strategies, and robust technology—all while maintaining the heart and soul of what makes their client relationships so special,” added White.
The Bucks County location emphasizes a values-centered approach, often beginning client meetings with prayer. Following the acquisition, this tradition will continue, while the office gains greater operational scale, expanded planning resources and enhanced investment capabilities.
Read more about Carson Group’s full acquisition of the Doylestown location and what it means for clients moving forward at Yahoo! Finance.
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