CarsonAllaria Wealth Management

EST. AUM
$791,823,560

CONTACTS
4

CLIENT ACCOUNTS
1,871

Firm Details

Metro area St. Louis
CRD Number 157998
Website carsonallaria.com
Client types

Overview

CarsonAllaria Wealth Management is an independent, Registered Investment Advisor (RIA) located in the Edwardsville-Glen Carbon area, serving clients in the Metro East and St. Louis regions. The company takes a team-based approach to wealth management and financial planning, offering fiduciary services with a focus on transparency. Their advisors guide clients through financial decisions that best suit their personal, family, or business needs. The firm works with individuals seeking a reliable partner in wealth management, especially those approaching or in retirement, as well as those who have accumulated wealth. With extensive experience working with clients from various professions, CarsonAllaria has particular expertise in serving business owners and medical professionals. The team provides comprehensive services, including retirement planning, risk management, and portfolio recommendations, while collaborating with tax and estate planning professionals to ensure a sound financial plan. CarsonAllaria's mission is to optimize clients’ financial efficiency, allowing them to focus on what matters most to them.

Platform Details

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

CarsonAllaria Wealth Management

Platform Details

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