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Robert H. Carson

Senior Vice President, Financial Advisor

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Contact Robert

(301) 543-6000 rcarson@wealthenhancement.com LinkedIn

Team Office

Robert’s Locations

8161 Maple Lawn Blvd
Fulton, MD 20759
(301) 543-6000
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About Robert

Before joining Wealth Enhancement Group in 2019, Robert was a managing partner with Planning Solutions Group. He specializes in providing comprehensive financial planning strategies, with an emphasis on estate preservation, business succession planning and asset management. Robert has been a featured speaker at many industry events and is a trusted partner to area CPA firms, banking institutions and law offices and he was named a FIVE STAR Wealth Manager (2017-2023)*.

Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure Website.

*Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2017, 2018, 2019, 2020, 2021, 2022 or 2023 FIVE STAR Wealth Managers. Awarded 12/01/16 for the period of 3/26/16 - 11/11/16. Awarded 1/01/18 for the period of 4/21/17 - 11/06/17. Awarded 1/01/19 for the period of 4/19/18 - 11/07/18. Awarded 1/01/20 for the period of 4/01/19 - 11/13/19. Awarded 1/01/21 for the period of 4/27/20 - 10/30/20. Awarded 1/01/22 for the period of 5/10/21 - 11/12/21. Awarded 1/1/23 for the period of 4/18/22 - 10/21/22. Awarded 01/01/24 for the period 04/10/23-10/31/23.

Additional licenses and designations

  • CA Insurance License #0H45240
  • California Insurance License # 0H45240

Awards & Recognition

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2024

Five Star Wealth Manager (2024)

Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of the 2024 FIVE STAR Wealth Managers. Awarded 01/01/24 for the period of 04/10/23 - 10/31/23.

2023

Five Star Wealth Manager (2023)

Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of the 2023 FIVE STAR Wealth Managers. Awarded 1/1/23 for the period of 4/18/22 - 10/21/22.

2022

Five Star Wealth Manager (2022)

Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of the 2022 FIVE STAR Wealth Managers. Awarded 1/01/22 for the period of 5/10/21 - 11/12/21.

2020

Five Star Wealth Manager (2020)

Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of the 2020 FIVE STAR Wealth Managers. Awarded 1/01/20 for the period of 4/01/19 - 11/13/19.

  1. Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of the 2024 FIVE STAR Wealth Managers. Awarded 01/01/24 for the period of 04/10/23 - 10/31/23.
  2. Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of the 2023 FIVE STAR Wealth Managers. Awarded 1/1/23 for the period of 4/18/22 - 10/21/22.
  3. Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of the 2022 FIVE STAR Wealth Managers. Awarded 1/01/22 for the period of 5/10/21 - 11/12/21.
  4. 2021: Awarded 1/1/21 for the period 4/27/20-10/20/20.
  5. Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of the 2020 FIVE STAR Wealth Managers. Awarded 1/01/20 for the period of 4/01/19 - 11/13/19.

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Insights from Robert

What we’re thinking about

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Financial Planning

Spring Cleaning Amidst the Mess

I want to begin on a personal note. Recent months have seen us enter uncharted waters, personally and financially. While the nature of print publishing does not afford me the opportunity to speak directly to issues as they develop, I firmly believe that sound financial principles and taking a long-term view of your investments is the best route to meeting your financial goals.
Robert H. Carson May 4, 2020
Couple Walking in Vineyard with dog
Why Wealth Enhancement

One coordinated team, built around your plan

Our advisory teams work best with households that have $500,000 or more in investable assets.

Ready to talk now? Call 763-401-5685.

(Weekdays 8am–6pm Central)

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