About Carson Group

Who We Are

Carson Group is a family of companies, led by Barron’s Hall of Fame advisor Ron Carson, committed to being the most trusted for financial advice and guidance through serving advisors and investors. We make the complex simple for advisors and the investors they serve.

Our history:

1983

Founded in 1983, Carson Wealth has grown to become a Barron’s Hall of Fame firm, serving clients through holistic financial planning, disciplined investment strategies, and proactive personal service.

1993

Founded in 1993, Carson Group Coaching is a leading national financial advisor coaching and resource program designed to help growth-minded advisors build their businesses through coaching support, tested tactics, and accountability that drive proven results.

2012

Founded in 2012, Carson Group Partners simplifies the complexity of running a wealth management firm by managing and executing marketing, compliance, technology, investment management, and operations for advisor firms.

What We Do

It’s about more than making a plan for the future. Carson is all about building experiences that drive loyalty and increase trust.
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Advisor Experience

You can stop wasting your time taking care of your business and get back to taking care of clients when you put Carson’s technology, service, investment management, compliance and marketing to work for you.

Client Experience

Provide your clients with a quality experience that will increase trust when you have a key place to identify their life goals, see their risk tolerance and tackle tasks that mean the most to them.

Marketing Experience

Communicate with scale through a feature rich web experience designed to reach your audience with your unique brand.

Why It Matters

Our mission is to make the complex simple for advisors and the investors they serve.

We strive to bring inspiration and innovation across every channel. We seek new experiences to create a community committed to helping one another challenge the status quo.

With every success, we look for ways to help those behind and beside us move forward. We’re creating credible content to coach, partner and align teams of people for maximum good.

92

Partner
Firms

36

States

108

Office
Locations

27,212

Households Changed by Carson Group Partners

1,264

Carson Group Coaching Members

2,800+

Alumni

215

Stakeholders

Carson in the News

Carson in the News

Business Development

Carson Launches Digital Storefront with On Demand Print, Design Service for Partner Firms

Posted on July 23, 2019
Omaha, NE – July 23, 2019 – Carson, one of the fastest growing financial services firms in the country, today announced a partnership with Lincoln, Nebraska-headquartered Firespring, an innovative …
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Carson in the News

Practice Management

Carson Announces Aaron Schaben and Teri Shepherd as Co-Presidents

Posted on July 17, 2019
OMAHA, Neb., July 17, 2019 /PRNewswire/ -- Carson, one of the fastest growing financial services firms in the country, today outlined its most recent changes to align the organizational structure with the company's …
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Carson in the News

Practice Management

Carson Adds Saumen Chattopadhyay to Lead Investment Platform

Posted on July 11, 2019
Omaha, NE – July 11, 2019 – Carson, one of the fastest growing financial services firms in the country, recently announced that Saumen Chattopadhyay, CFA®, CPA, FCA, will join …
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Carson in the News

Business Development

Ruggie Wealth Management Becomes Second Barron’s Top Advisor to Join Carson Wealth in 2019

Posted on July 9, 2019
TAVARES, Fla., July 9, 2019 /PRNewswire/ -- Tom Ruggie, ChFC®, CFP®, a Barron's top 1200 advisor and President/CEO of $566M RIA Ruggie Wealth Management with three Central Florida offices, today announced his team's decision to affiliate …
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Carson in the News

Practice Management

Five Things I Would Tell My Pre-Millionaire Self

Posted on July 1, 2019
As a society, we’re really good at celebrating our successes, but we don’t talk nearly enough about our failures. Why does that matter? Our attitudes toward failure directly impact our …
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Carson in the News

Practice Management

Four Steps To Live Your Financial Life By Design, Not By Default

Posted on June 27, 2019
Wang Deshun never set foot in a gym until he turned 50. Thirty years later, in 2015, the octogenarian catapulted to fame, following a 30-second, bare-chested runway appearance during China …
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Carson in the News

Business Development

$140M Bender Financial Services Joins Carson

Posted on June 27, 2019
Omaha, NE – June 27, 2019 – Bender Financial Services, a wealth management firm headquartered in Highlands Ranch, Colorado, has announced their decision to affiliate with Carson Partners in order to …
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Featured Videos

 

Featured Videos

Ronsense

Ronsense: The Lion King and Succession Planning

Posted on July 18, 2019
The Lion King hits theaters tonight so, Ron Carson reminds us about the "circle of life" and the importance of succession planning. Listen to this Ronsense to hear …
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Featured Videos

Ronsense

Ronsense: The Wealth of Information on Podcasts

Posted on July 9, 2019
While spending time preparing for climbing season, Ron Carson has been listening to multiple podcasts. Hear his thoughts on the wealth of information and myths they share, plus a …
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Featured Videos

Ronsense

Ronsense: Carson University

Posted on June 25, 2019
Ron Carson shares how things have changed in the financial services profession since he started and how advisors have to adapt to technology. Listen to this Ronsense to hear …
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