Carson Group Adds $200 Million Pennsylvania Firm to Partner Network

Posted on June 15, 2022

Carson Group successfully transitioned Diamond Wealth Advisors to its growing network of partners. The Carlisle, Pennsylvania-based financial planning and wealth management firm was the most recent to join Carson Partners, a nationwide network of 130 growth-minded firms across the U.S. founded in 2012 by Ron Carson. 

“As a partner firm, Jim and his team now have access to fully integrated technology, investments and advanced financial planning solutions that will allow them to deliver a superior client experience,” said Gregg Johnson, national sales director for Carson Group. “Paired with the support of Carson’s entire team of M&A experts, they also have the support they need to grow their business.”

Diamond Wealth Advisors, which has more than $200 million in assets under management, remains independently owned by the firm’s CEO, founder and wealth advisor, Jim DeGaetano, CFP®, CPA.

DeGaetano is already expanding the firm’s reach and services through the support provided by Carson Partners.

“Since coming on board, we’ve been able to fully plug into Carson’s entire ecosystem of technology, investments, marketing and M&A support and have seen an immediate impact in our business,” said DeGaetano. “We know that this partnership will have a tremendous effect on our firm’s future growth and the individuals and businesses we serve.”