Carson Wealth Management

Vincennes, Indiana

Financial Services business with a listed Indiana location in Vincennes.

Visit official website ↗

Staff

Staff names and roles have not yet been verified from the company’s official website.

Workforce

Company-wide headcount: Not yet publicly verified
Indiana headcount: Not yet publicly verified

Company-wide, Indiana, local and parent figures are shown separately. Reporting dates may be older than the date checked. Unavailable figures remain unverified.

Business overview

Carson Wealth describes its work as combining financial planning, investment strategies and personal service to help clients pursue their financial goals. Source ↗

The firm says its advisors work with families to define what wealth means to them and develop a path toward their aims. Source ↗

Products & services

Carson Wealth lists financial and retirement planning, investment management, education savings, estate planning, tax planning and insurance among its services. Its website also describes planning support for business owners and private clients. Source ↗

Customers & markets

The company’s website identifies families, individuals and businesses as audiences for its planning services, and also describes specialized offerings for entrepreneurs and multi-generational families. Source ↗

Company background

According to Carson Wealth, its financial-services work began in 1983, when founder Omani Carson started an entrepreneurial venture while attending the University of Nebraska. Source ↗

Indiana connection

Carson Wealth’s Indiana team page identifies a Vincennes team that includes wealth advisors Brad Dillon and Clifford York, alongside staff in operations, investments, research and planning roles. Source ↗

Summarized from the company’s official website. Information checked October 21, 2026.

Business information

Industry: Financial Services
Indiana location: Vincennes
Website: carsonwealth.com ↗