About us

CarsonAllaria Wealth Management is an independent, Registered Investment Advisor (RIA) located in the Edwardsville-Glen Carbon area, serving the Metro East and St. Louis areas. We believe in a team-based strategy to wealth management and financial planning. Our group of advisors functions as fiduciaries, operating with full transparency as we direct you in making the most effective choices for you, your family, or your business.

We deal with clients who want to locate a partner in managing their wealth and who value the benefits of having a solid financial strategy. Whether you are retired or within 10 years of retirement, or you have accumulated wealth, we can give a high level of value by not only looking after one location of your financial plan, however helping you with all elements of your financial life. We have had the satisfaction of collaborating with clients from all professional histories, however have especially gained a know-how in dealing with business owners and medical professionals.

Our team will analyze and make suggestions for your retirement, your risk management plan, and your profile. And, we are proactive in coordinating with your tax and estate planning professionals to see to it your financial strategy is sound in all locations. Our mission is to ensure that you are as financially reliable as possible. Basically, we do what we do, so you can to do what you do.

We believe in the significance of continuity in your financial strategy, which is why we developed a multi-generational group of financial advisors, geared up to offer our clients for decades to come.

Our success has been improved developing purposeful partnerships with our clients, making sure that they are never simply a number to us.