• We build
    true wealth

    Our passion is to uncover what is truly important to you.

    Explore our approach
  • Process-Driven
    Strategies

    Our disciplined investment strategies are designed to meet a variety of goals & objectives.

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Discover the right investment strategy for you.

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Our financial planning services are built on trust, transparency and accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

Portfolio Management

Our well-established investment strategies provide your portfolio with the proactive service you require to attain your goals. Learn More

Risk Management

Your Wealth Advisor works with our team of Insurance Specialists to identify risk exposure, in order to minimize potential damage of an unexpected life event. Learn more

Company Retirement Planning

Our team of professionals are here to support your business in developing and managing business retirement plans such as SIMPLE IRA’s, 401(k), 403(b) etc. Learn more

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Wealth Plan

Our knowledgeable and proficient team will develop a plan that assesses your current financial situation and directs you towards financial success and freedom. Learn more

Estate Planning

We can work with you and the appropriate other parties to formalize your wishes to potentially minimize the administrative burden and to maximize the value distributed to the people and causes you cherish. Learn more

Tax Planning

Our professional tax team of CPAs will review your recent tax returns to identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future. Learn more

Connect with an Advisor

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Personalized Wealth Management

The Peterman Financial Group mission is to help our clients invest and manage their wealth through comprehensive Wealth Planning, communication and education. We will seek to inspire our clients in making informed financial decisions through relationships based on integrity, trust and personalized service. We are a wealth management firm in Springfield, IL serving affluent families, business owners, executives and institutions. Our team provides the highest level of service for our local and national clients in financial planning and investment management.

Contact us today and let Peterman Financial Group help you on your True Wealth journey.

Investment Management

Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

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Carson Institutional Alliance

Carson Institutional Alliance Partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.

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Our Locations

Headquartered in Springfield, Illinois, Peterman Financial Group is committed to providing you with first-class, proactive and expert service.

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Insights

Carson Wealth’s team of  professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

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Market Commentary
Weekly Market Commentary September 26, 2016

The markets began last week on a positive note, only to end a three-day progressive streak with Friday’s dip. Despite the uncertainty injected into the markets by ever diverging central bank policies, equities were broadly up. Read more

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Blog
Be a Math Teacher and Prepare Your ...

Published by Don Hagan and the Carson Institutional Alliance Investment Committee

One of the basic tenets of the financial markets that all investors need to embrace is the fact that gains and losses are asymmetrical. Read more

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News
4 Reasons Why Oil Won’t Rise Over ...

Brett Carson, Director of Research, speaks on the oil industry in this U.S. News Article. Read more

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Monthly Newsletter
Monthly Investment Review: August 2016

August had a truly historical event, one that investors haven’t seen since the end of 1999: all three major US indices hit record highs on the same day. Read more

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Video
Diversified Growth

Watch this video to learn about the Diversified Growth strategy. Read more

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Whitepaper
Estate Planning

Often, people believe that estate planning only benefits the very wealthy, but nothing could be further from the truth. It’s something everyone needs to engage in regardless of age, estate size or marital status. If you have a bank account, investments, a car, home or other property—you have an estate.

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Estate Planning Infographic
Infographic
Estate Planning

Many often think estate planning only benefits the wealthy, but this is a common misconception. View our infographic here to see what you need to engage in! Read more

    Blog post
  • Complex Financial Planning

    Published by Ben Goethel, Director of Wealth Enhancement, and the Carson Institutional Alliance Investment Committee

    Today’s society is one of instant gratification. We are continuously connected.  We have drugs to accomplish many things when it comes to our health and it may be monitored in real time from our smart-watch or smart phone. We may jump on a jet and be anywhere in the country in a matter of hours. Yes, we even have the technology to prepare a Wealth Plan, quickly. Is instantaneous necessarily the best? Read more

    Weekly Market Commentary
  • Weekly Market Commentary September 19, 2016

    Markets were focused on the impending Federal Reserve meeting and, with no other macroeconomic news to push or prod investors, volatility returned after a record-breaking period of stability in our domestic markets. Read more