Wealth Management Company Announces MergerPosted: Updated:
Dillon Wealth Management in Vincennes has merged with a Nebraska firm. Founder Brad Dillon says the deal with Carson Wealth Management Group is the result of the Indiana company's growth and an increasingly demanding marketplace.
January 12, 2015
Vincennes, Ind. -- Dillon Wealth Management announced today their merger with Carson Wealth Management Group, a Barron's Hall of Fame firm consistently ranked among the nation’s top advisory firms.
"We're highly selective in terms of the advisors we work with," said Ron Carson, Founder and CEO of Carson Wealth Management Group. "Brad shares the same values and priorities in terms of client relationships and providing solutions."
Brad launched his independent wealth management firm, Dillon Wealth Management in 2007. He's been in the financial services industry for nearly 20 years. "Merging with Carson Wealth allows me to continue serving my clients and focus on what I love and do best — build relationships and provide financial advice."
This merger was prompted by Dillon's continued growth and its commitment to providing the highest value, best solutions and superior service for its clients.
"We realize that the marketplace is demanding more and more from advisors. We want to continue to provide superior customer service and value to our clients and this merger will give us more resources than ever before to do precisely that,” said Dillon.
"Dillon Wealth Management shares our commitment to providing trust, transparency and accountability to clients and our firms were built on the same culture – a philosophy that puts the client’s best interest above all else," said Ron Carson. "This merger made sense for both firms so together, we can revolutionize the financial services industry."
About Carson Wealth Management Group
Carson Wealth Management Group is based in Omaha, NE and was founded in 1983 on traditional values: hard work, loyalty, uncompromising quality, and personal service. The firm oversees $5.7 billion in client assets. In addition to his planning practice, Ron Carson, is recognized as one of the country’s top trainers for financial advisors. Ron has been profiled in numerous industry publications and is a regular contributor to CNBC. He has also co-authored several financial books. For more information, please visit www.carsonwealth.com.
Source: Dillon Wealth Management