News

$250M WealthCare Partners Joins Carson

Posted on June 20, 2019

Omaha, NE – June 20, 2019 – Wealthcare Partners, a financial planning and wealth management firm headquartered in Indianapolis, Indiana, today announced the team’s decision to affiliate with Carson Partners. Steve and Eric Ford, a father/son duo lead the nine-person team and ultimately decided to affiliate with Carson to elevate their client experience through integrated technology and a deeper bench of resources.

After extensive due diligence of eight different options over the past couple years, from broker dealers to RIA aggregators, the firm chose Carson because of the organization’s ability to increase transparency with clients, further integrate technology and support WealthCare Partners’ branding initiatives. The firm, which currently manages $250 million in assets, now is able to provide clients with a unified experience backed by Carson’s team of professionals who will expand the comprehensive menu of services available.

“Carson rose above the rest because a unique three-fold benefit they could provide to our team and our clients,” said Eric Ford, CEO of WealthCare Partners. “They have not only equipped us with more robust technology but also provided an expanded team with specialized knowledge, making our team more efficient and better able to serve our clients needs. Overnight, we’ve become a firm with an even more elite team.”

“We were stuck in a rut of swimming upstream against the current with all the changes happening in our industry today,” said Steve Ford, president of WealthCare Partners. “This move not only made sense for the legacy I want Eric to carry on but for our firm to make a meaningful leap in becoming the most trusted for financial advice.”

As with other advisors who have affiliated with Carson Partners, the Ford team will maintain ownership of the firm and remain the strategic decision-makers for all business decisions and operations.

“Steve and Eric have followed an extremely effective blueprint for preparing their business for the future,” said Ron Carson, founder and CEO of Carson Group. “In the years I’ve known them, they exemplify what it means to believe in the power of creating a client-first environment, and in taking the brave leaps required to build a scalable, sustainable firm.”

In addition to being a mainstay in the Barron’s annual list of top wealth management firms, Carson Group remains among the Inc. 5000 list of America’s fastest-growing companies, has been recognized for two consecutive years by InvestmentNews as a top-50 firm for Best Places to Work for Financial Advisors, and was recently awarded a Best Places to Work in FinTech by American Banker.