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acquisitionAnnounced · Mar 2, 2026Wealth ManagementSource · CredibleArticle · Factual
Carson acquires Applied Financial Planning
David Najork · Founding Software Engineer
Published · Updated · 1 min read
Deal value
—
Target
Applied Financial Planning
Irvine, California
Acquirer
Carson
Full Acquisition
Status
Announced
Carson agreed to acquire Applied Financial Planning. Reported deal value: Undisclosed. Status: Announced. Sector: Wealth Management. Target headquarters context: Irvine, California, United States.
This page summarizes publicly available information about the transaction as of 2026-03-02. Figures and status may change as filings and press coverage update.
Carson Group Expands in California with Acquisition of Applied Financial Planning March 02, 2026 09:00 ET Carson Group Carson Group Omaha , Neb., March 02, 2026
Deal timeline
Announced
Mar 2, 2026 · globenewswire.com
Additional milestones (proxy, vote, close) appear as filings and press updates are indexed.
Sector context
This transaction is classified in Wealth Management. Figures and status may change as sources update.
Sources: globenewswire.com · Primary article · FireStrike proprietary index