St. John & Associates, a family-owned wealth management firm serving approximately $131 million in assets, has joined the Carson Wealth office in Milton, Georgia, Carson Group announced on October 27, 2026.

Key Takeaways

  • The Roswell-based firm serves families across the greater Atlanta area.
  • Its team gains access to additional investment, tax and estate-planning resources through Carson.

What the Carson Wealth office gains

Richard St. John founded St. John & Associates more than 35 years ago. The firm is now led by his son, partner and wealth advisor Greg St. John, and provides financial planning, investment management, tax strategy, estate planning and risk management services.

The team includes Bryan M. Totri, director of wealth planning; Sarah Crawford, operations support associate; and Tierney Saul, relationship and operations associate. Some client relationships span decades and multiple generations.

Additional resources for the advisory team

Through the Milton office, the St. John team gains access to expanded investment structures, advanced tax and estate planning, and Carson’s private client offerings. Greg St. John said the team would be able to use capabilities that had not previously been available to it as a small firm.

Carson Group says it has more than $66 billion in assets under management across Carson Group Holdings, including CWM and Northwest Capital Management. Its advisory network serves more than 60,000 client families across more than 165 partner offices.

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