Carson Group Expands Presence in New Jersey with Addition of Foran Financial Group
Omaha, Neb., Oct. 08, 2026 (GLOBE NEWSWIRE) -- Carson Group, a leading wealth advisory firm with more than $65 billion* in assets under management (AUM), today announced that Foran Financial Group has joined Carson’s integrated advisor channel, becoming a Carson Wealth location in Somerville, NJ. The firm serves approximately $410M AUM and joins Carson from LPL.
The family-run, multigenerational practice is led by Managing Partners and Wealth Advisors Daniel Foran, CFP®, CFS®, and John Foran, CFP®, AIF®, ChSNC®, CFS®. The team serves executives, small business owners and multigenerational families throughout Somerset County, with an emphasis on financial education and long-term relationships. For the past 14 years, the team has taught retirement planning courses at Raritan Valley Community College, while Dan Foran has also served as a guest lecturer at the Rutgers School of Business.
“Dan and John have built something that is increasingly rare in this industry, which is a true family business where clients bring in their children and grandchildren because they trust the people, not just the plan,” said Burt White, CEO of Carson Group. “Our relationship with the Foran team goes back 17 years through our coaching business, and we’ve had a front-row seat as they’ve grown by prioritizing education, service and genuine relationships. Now, as a Carson Wealth office, they gain the planning capabilities, technology and support to build on that foundation for generations to come.”
As a Carson Wealth location, clients will continue working with the same advisors and team members from the firm’s Somerville office, with the Forans continuing to lead the practice. The team also includes Operations Manager Jennifer Roberto and Senior Relationship & Operations Manager Diane Zychlinski, who have been with the firm for nearly 25 and 20 years, respectively.
“We started Foran Financial Group because we believed families deserved real advice, and that belief has shaped every client relationship since,” said Dan Foran. “As we considered what our clients and team need for the next chapter, Carson Group emerged as the right partner. The depth of talent, planning solutions and resources available to us would have taken years to build on our own. Now, we can bring those capabilities to our clients while staying focused on what we’ve always done best: helping families make thoughtful financial decisions.”
John Foran added, “I grew up watching my dad build relationships through honesty, integrity and a genuine desire to help people, and I’ve seen the impact those relationships can have over decades. Our clients have placed tremendous confidence in us to help steward their families’ financial lives. With Carson, we saw a firm that shares our commitment to putting clients first and gives us more ways to serve them as their needs become increasingly complex.”
The acquisition reflects the continued growth of Carson Wealth and its focus on partnering with growth-oriented advisory businesses seeking greater resources, scale and opportunities for long-term success.
“Foran Financial Group is a great example of what can happen when an advisor builds with the long term in mind,” said Michael Belluomini, SVP, Mergers & Acquisitions at Carson Group. “We’ve known this team for years through Carson Coaching and have watched them build an impressive business while preparing the next generation to lead. John is already producing and winning new business, demonstrating what successful G2 leadership can look like. With the opportunity we see in New Jersey and Carson’s additional capabilities behind the team, there is significant runway for continued growth.”
Turkey Hill served as exclusive M&A advisor to Foran Financial Group.
About Carson Group
Carson Group manages over $65 billion* in assets and serves more than 60,000 client families among its advisory network of 165+ partner offices, including more than 50 Carson Wealth locations. For more information about Carson Group and partnership opportunities, visit https://www.carsongroup.com/work-with-us/
Carson offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor.
*AUM amount is based on total assets under Carson Group Holdings, LLC., which include CWM, LLC and Northwest Capital Management, Inc.
Media Contact
Shannon Greene
Legal Disclaimer:
EIN Presswire provides this news content "as is" without warranty of any kind. We do not accept any responsibility or liability for the accuracy, content, images, videos, licenses, completeness, legality, or reliability of the information contained in this article. If you have any complaints or copyright issues related to this article, kindly contact the author above.
