CarsonAllaria Wealth Management

CarsonAllaria Wealth Management is an independent, Registered Investment Advisor (RIA) located in the Edwardsville/Glen Carbon area, serving the St. Louis area. 

We work with clients who desire to find a partner in managing their wealth and who value the benefits of having a solid financial plan. Founded with a team approach, our firm drives coordination between your team of professionals to make sure your investment plan is cohesive with your retirement plan, tax plan, insurance plan, and estate plan. 

We also advise employers on how to run efficient, effective, and compliant retirement plans, including 401(k), profit-sharing, and cash balance plans. We primarily serve small to mid-sized employers (0-500 employees). In a world where smaller plans ($0-$50 million in assets) are typically overpriced and under-served, we strive to deliver a deliver a “big” plan experience to “small” and “mid-sized” employers.

Learn more at https://carsonallaria.com/