Strategic Partnership Buckley Investment Group has publicly announced a partnership with Carson Partners, expanding its nationwide advisor network and potential cross-sell opportunities for financial planning and investment services.

Growth Potential With a revenue range of one to ten million and a small team size, there is clear potential to scale service offerings, introduce higher‑margin advisory products, and leverage partner resources to accelerate growth.

Tech Enabled Existing tech stack includes Google and Microsoft advertising, AWS, Drupal/WordPress, OneTrust and Visual Website Optimizer, indicating readiness for data-driven marketing, client portal enhancements, and optimization of digital client acquisition.

Wealth Management Focus As an independent investment consultant and financial planner aligned with SEC-registered advisory services, there are opportunities to upsell ongoing advisory programs, fiduciary planning services, and access to broader Carson Group offerings.

Market Positioning Operating in a competitive wealth management landscape with large peers, Buckley can benefit from targeted top‑tier service differentiation, co‑branding with Carson Group, and scaled marketing campaigns to attract high‑net‑worth and affluent clients.