The best returns are more than financial


Carillon Consulting Group

Thank you for taking the time to visit our website! Our website has been designed to introduce you to Carillon Consulting Group and our wealth management practice, while providing useful tools and resources that will allow you to become more comfortable with your wealth management plan in a complex and ever changing investment world. Our mission at Carillon Consulting Group is simple: to provide financial stability through a lifetime relationship.

We encourage you to explore this website and contact us to discuss whether our disciplined wealth management process is right for you, your family, foundation, endowment or small business. We have expertise in wealth management strategy and planning, investment management & analysis, and fiduciary practices with nearly 30 year of experience each for our founding partners. We are happy to provide references upon request and will allow you to talk with any of our existing clients while performing your due diligence.

Learn more about our team. To gain insight into our wealth management planning approach,view Our approach. And finally, we encourage you to explore the wealth of information found on the Market commentary page. If you can’t find what you need, please email or contact us directly.

We hope that this website will make your Favorites folder and you will visit often!

Value statement

The Carillon Consulting Group's goal is to deliver trusted advice, and exceptional service in a personal and unparalleled way. We focus on designing and implementing wealth management plans to help accumulate, protect and transfer wealth. Our team is committed to working closely with you and your professional advisors, collaborating to offer goal-driven solutions designed to help you realize your wealth planning goals and objectives..

To get more information about how Carillon Consulting Group can serve your particular needs, please view our brochure.

Proud to be named an award-winning team

The Carillon Consulting Group is proud to announce we've been named a Forbes Best-In-State Wealth Management Team in 2024.

Global Insight Monthly

Global Insight Cover Image - June 2024Longevity: Cracking the aging code

Science is developing ways to slow, stall, and possibly even reverse ageing. We explore the most promising advances and the link between scientific breakthroughs and intriguing investments.  Read the Global Insight Monthly »

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

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Latest Insights

Man looking at stock charts

The fine, frustrating U.S. equity rally

Jun 20, 2024 | Kelly Bogdanova

The U.S. stock market rally continues to outdo itself. But several factors make for a more nuanced narrative. We assess the backdrop framing the rally and how to position equity portfolios.

Categories: Analysis

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