History
It all started from the humble confines of a college dorm room in 1983 at the University of Nebraska. There, Ron Carson began his journey as an entrepreneur in financial services. Raised as a hardworking farm kid, his passion and background gave him the unique ability to help fellow Nebraskans avoid the very hardships his family experienced growing up.
Since then, we’ve grown out of one man’s vision into a nationally recognized financial planning and wealth management firm. Our advisors help families from all walks of life discover what true wealth means in their lives, together mapping a path forward to help them get there.
Our Approach
Your financial plan is built around your goals and vision. As your life and financial situation change, we continually make adjustments to optimize the outcome.
It’s no use explaining your financial plan if all we use is jargon. Our relationship is about keeping you informed in a conversational way.
You should know what you’re paying your advisor and how those fees apply to your investments. We’ll explain our fee structure so you have confidence you’re receiving the value you deserve.
Founder
Ron Carson is the Founder and Chairman of Carson Group, a leading global financial services firm. He’s also a New York Times bestselling author, award-winning entrepreneur, and passionate philanthropist. He aims to create the “greatest amount of good for the greatest number of people,” advancing social and environmental causes, and inspiring people to work hard and become the best version of themselves—in pursuit of lasting, positive impacts.
Along his path to success, Ron realized he was operating out of fear and scarcity rather than love and abundance. Having made this shift, and experienced the profound joy, success, and opportunities that came with it, he’s dedicated to helping others make it for themselves, and find freedom and fulfillment in their own lives.
Barron’s Magazine Hall of Fame Inductee – Ron Carson, October 20, 2014 issue. Advisors inducted into the Hall of Fame include those who were recipients of the Barron’s Top 100 Independent Advisors ranking since the list’s inception. The Barron’s rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
Ron is not registered with Cetera Advisor Networks.