Carson Group Continues 2025 Growth with Acquisition of Carson Wealth Marquette Location

Mommaerts Mahaney Financial Services to become wholly-owned by Carson Group and rebrand as Carson Wealth's Marquette Office

OMAHA, Neb., April 8, 2025 /PRNewswire/ -- Carson Group, a leading wealth advisory firm with nearly $41 billion in assets under management (AUM), today announced the full acquisition of Mommaerts Mahaney Financial Services. Led by founder Jon Mommaerts, CFP®, the Marquette, Mich., -based firm serves approximately $314 million AUM and will rebrand as a Carson Wealth office in Marquette.

"Today marks an exciting milestone for Carson Group as the Mommaerts team chooses to become wholly owned and place their trust in us long-term," said Burt White, CEO of Carson Group. "Jon has done an impressive job growing his team and his business, and this transition will allow him to focus more on the firm's clients, while allowing us to manage daily business operations. We're here to make things easier for our advisors and partners, and we're thrilled to be able to do this for our new Carson Wealth office in Marquette."

As a Carson Wealth office, clients will continue to receive the same quality service, with added benefits as advisors can access Carson's full ecosystem to provide a broader range of experiences. Carson Group will also provide strategic support to help Mommaerts grow and scale the practice.

"We've partnered with Carson Group because they share our values and are committed to providing the resources we need – including technology, back-office support and systems access," said Mommaerts. "This new partnership will allow us to continue to provide the highest level of care for the clients who have been with us every step of the way. We remain deeply committed to serving our community, and with Carson's support and innovative tools, we can focus even more on our clients while continuing to grow and thrive."

The acquisition marks the latest in a series of announcements from Carson Group and further strengthens the firm's presence in the Midwest. The office will maintain its current location in Marquette.

"When we're looking for a partner to acquire, we're looking for someone who will be a great partner today but also in the future as they continue to grow the practice," said Michael Belluomini, senior vice president of mergers and acquisitions at Carson Group. "It was clear to us that Jon and his team will continue to deliver outstanding financial planning with a strong focus on tax strategies, investment management and estate planning—and that's a formula we are excited about."

Alaris Acquisitions served as exclusive M&A advisor to Mommaerts.

Carson Group manages nearly $41 billion* in assets and serves more than 51,000 client families among its advisory network of 150+ partner offices, including more than 50 Carson Wealth locations. For more information about Carson and partnership opportunities, visit https://www.carsongroup.com/ways-to-join/partnership/.

*Combined AUM of CWM, LLC and NWCM.

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Wealth is a doing business as "dba" name of CWM, LLC. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Carson Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Coaching does not provide advisory services.

Carson Group is located at 14600 Branch St, Omaha, Neb. 68154. (888) 321-0808.

SOURCE Carson Group