Introducing: Carson Group Partners

carson partners financial advisors

Today we are excited to announce the official launch of our our new brand identity, Carson Group Partners!

About two years ago, we began aligning our individual companies under the Carson Group umbrella. Earlier this year, we spent time examining our family of companies and how they relate to one another and to the marketplaces they serve. We found that many advisors were familiar with one of our brands that serve the advisor community, Peak Advisor Alliance or Carson Institutional Alliance, but not necessarily both. We also learned that many advisors were unclear about how the firms are related, how they complement one another and which firm is the right fit to serve an individual advisor’s unique needs. There seemed to be a lot of confusion and complexity surrounding our brands.

At Carson Group, we provide guidance, community and tangible value to advisors to help them pursue goals and grow their business. We do this by simplifying the complexity of running a financial advisory business. As such, we want to make sure that it is equally simple and clear for advisors to engage with Carson Group. Aligning our firms under the Carson name was the right solution.

Carson Group – We make the complex simple for advisors and investors.

Carson Group Coaching – Most advivsors want to grow their business, but struggle with how to make it happen. We give you a tested plan and accountability that delivers results.

Carson Group Partners – Integrated marketing, compliance, technology, investment management and operations that deliver a superior client experience, so you can do more of what you love and grow your business.

Over the coming weeks and months you’ll see many changes to our company identity, message and communication platforms—one change you WON’T see is any deviation from our core value to partner with advisors and the investors they serve, to help them succeed.

For more information on our rebrand, check out these additional resources:

Click here for full press page

Click here to see the published press release.

Related articles:

Ron Carson Rebrands His $8.5B Firm (InvestmentNews)

How Ron Carson Aims to Become an RIA “Super Firm” (Financial Planning)




Get in Touch

In 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Contact Us
100 Tasks Every Advisor Should Delegate

100 Tasks Every Advisor Should Delegate

Find out what tasks you can hand off to free up your time and empower your team. Download Now