Bain Wealth Management, a family-owned boutique investment and financial planning firm based in Salem, Ore., has joined Carson Partners, the independent channel for affiliating advisors, the company announced today in a news release.
Founded in 2015, the practice was formerly with Cetera Advisor Networks LLC, where founder Frank L. Bain and Managing Partner Mark L. Bain, leading a team of nine, managed $100 million in assets for more than 500 clients in Oregon and across the United States.
The firm focuses on serving individuals and families, two-thirds of whom are currently living in retirement, the firm said.
The Carson Group, a family of businesses headquartered in Omaha, serves financial advisors and investors through Carson Wealth, Carson Coaching, and Carson Partners.