Carson Group Partners
We are proud to be affiliated with a network of growth-minded advisors through Carson Group Partners. This partnership empowers us to live out our massive transformative purpose: to be the most trusted for financial advice. In an increasingly complex profession where investors need someone they can trust, we for something simple – always put the client first.
This partnership allows us to remain independent, meaning we have the freedom to make recommendations deemed to be in the best interest of our clients. We inspire our clients to live their lives by design, not by default. Through back office support such as marketing, operations, technology and more, Carson Group Partners helps advisors like us focus on what matters most – our clients.
Want to learn more about the advisors of Carson Group Partners? Click here.
Barron’s magazine, 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.