Company Introduction

(618) 288-9505


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 technique to wealth management and financial planning. Our team of advisors works 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 that prefer to discover a partner in managing their wealth and that value the advantages of having a solid financial strategy. Whether you are retired or within 10 years of retired life, or you have built up wealth, we can provide a high degree of value by not just looking after one location of your financial strategy, however helping you with all facets of your financial life. We have had the satisfaction of working with clients from all professional backgrounds, yet have actually especially gained an experience in dealing with business owners and medical professionals.

Our group will certainly examine and make recommendations for your retirement, your danger management plan, and your portfolio. And, we are proactive in coordinating with your tax and estate planning professionals to ensure your financial plan is sound in all locations. Our mission is to make sure that you are as financially reliable as possible. In other words, we do what we do, so you can to do what you do.

We believe in the relevance of connection in your financial plan, which is why we constructed a multi-generational team of financial advisors, geared up to serve our clients for years to come.

Our success has been built on developing meaningful relationships with our clients, guaranteeing that they are never simply a number to us.