Brian G. Carlson, CFP®
Brian G. Carlson, CFP® is a Senior Wealth Advisor with ACM Wealth. He works with clients to create customized financial plans that align with their actively managed portfolios to achieve their long-term goals. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Brian focuses on developing a comprehensive holistic financial plan for each client and implementing tailored investment strategies. Brian enjoys building meaningful relationships to better serve as a fiduciary and address the specific needs of each client.
Prior to joining ACM in April 2024, Brian guided over 150 families as a financial advisor from 2016-2024 at Grimes & Company, a nationally ranked RIA. He also gained experience while working as a portfolio analyst for Natixis Asset Management, a globally recognized investment management firm with strategies across all major asset classes. Brian got his start in the industry working for an independent advisor in 2007; experiencing the 2008 crash taught him the importance of having a disciplined investment process.
Brian graduated from Gordon College with a B.A. in Finance and Business Administration. He passed the series 6 and 63 licensing exams and currently holds a series 65 registration.
Brian lives in Pittsford, New York with his wife and 3 young children. In his spare time, he enjoys woodworking, golfing, and sailing in the Finger Lakes.
