Broker Check
317-781-4824
Client Login

Meet Our Team

Dedicated Professionals Who Are Proud to Serve You

Carlson Wealth Advisors is a family-owned, father son team with nearly 40 years of experience. Our team of financial professionals blends personalized strategies and meaningful relationships to help you achieve your financial goals. 

​Michael ​Carlson

​Michael Carlson, CFP®

Financial Consultant, Investment Adviser Representative

317-781-4824

Michael@CWAdvisors.com

Michael is a Financial Advisor registered to sell investments and licensed to sell a variety of insurance products. In 2010 he graduated from the Marriott School of Management at BYU with a BS degree in business management and finance....

Read more
Richard Carlson

Richard Carlson, CFP®

317-781-4824

317-781-2656

Rick@CWAdvisors.com

Since 1987, I have been helping individuals and business owners pursue their financial goals. I am a CERTIFIED FINANCIAL PLANNER™ professional, registered to sell investments and licensed to sell a variety of insurance products....

Read more
Sarah Carlson

Sarah Carlson

Administrative Assistant

317-781-4824

Sarah@cwadvisors.com

Read more

Have a Question?

Thank you!
Oops!

Our Services

At Carlson Wealth Advisors, we’re committed to giving independent, unbiased, and comprehensive advice to every client. 

Explore Services

Our Approach

Through planning and meaningful relationships, we help you find clarity for what’s ahead to help you achieve your goals.

Our Approach

Contact Us

Reach out today to learn more about our processes and strategies that help you gain more opportunities than you thought possible.

Contact Us