Omaha, NE – August 19, 2019 – Albritton Financial Services (AFS), a financial planning firm headquartered in St. Louis, Missouri, announced today that the team is fueling its growth by joining the Carson Partners network.
Owners Neal M. Albritton and Kevin W. Albritton currently lead a team of five stakeholders managing total assets quickly approaching $100M, with plans to add up to two stakeholders in the coming year to expand the client care team and support new clients. Established in 1996, Neal evolved the practice over the past three years to become a Virtual Family Office, serving a select group of families and business owners. The team looks forward to building on that momentum with the additional financial planning power of Carson’s Wealth Enhancement Group and other resources.
After evaluating five partnership options in earnest, the Albrittons concluded Carson’s hybrid ecosystem remained in the number one spot across several elements, including: investments, marketing, compliance, client experience, company culture and more.
“The most immediate benefit our clients will enjoy is an overall cost-reduction in their investment portfolios,” said Kevin Albritton. “Carson’s investments and research team helped us build a variety of personalized portfolios that not only mapped over brilliantly, but also have lower internal costs than other third-party providers.”
“We’re also excited to introduce our clients to an extraordinary online and in-person experience leveraging the expansive tools and people Carson brings to the table. All of these resources will allow our clients to better roadmap and control their financial journey for themselves, their family, their businesses and their causes,” added Neal Albritton.
“Ron Carson and his team are focused on helping us discover our preferred path to growth and achieve our game plan, which made joining Carson Partners a necessary move for us,” said Neal Albritton.
As with other advisory firms affiliated with Carson Partners, Albritton Financial Services will maintain ownership of the firm and remain the strategic decision-makers for all business decisions and operations.
“Neal, Kevin, and the AFS team are doing amazing work through their custom Virtual Family Office,” said Ron Carson, CEO and founder of Carson Group. “The added resources and coaching through Carson Partners will make sure they stay at the forefront of productive innovation and advance toward their next level of growth.”
In addition to being a mainstay in the Barron’sannual 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 InvestmentNewsas a top-50 firm for Best Places to Work for Financial Advisors, and was recently awarded a Best Places to Work in FinTech byAmerican Banker.