Founder and CEO
Co-Chief Investment Strategist
Ron Carson is Founder and CEO of the Carson Group, which serves financial advisors and investors through its businesses including Peak Advisor Alliance, Carson Institutional Alliance and Carson Wealth.
Peak Advisor Alliance gives financial advisors a coach, a plan and accountability to get organized so they can deliver results for their clients. Carson Institutional Alliance makes the complex simple for financial advisors by handling their marketing, compliance, technology, investment management and operations so they can grow their business. The financial advisors at Carson Wealth are just as good at explaining investments as they are at making them so clients fully understand what’s happening with their money at every stage of their financial journey.
Ron first began honing his core principles while working from his dorm room at the University of Nebraska in 1983: a tenacious focus on serving clients’ best interests; a relentless pursuit of excellence across every activity; and a burning desire to learn, grow intellectually and innovate. These driving principles enabled the Carson Group to grow to over $8 billion in assets under advisement, which includes assets under management*, and have led Ron to receive distinguished accolades. He is continually ranked among the top advisors by Barron’s magazine and was one of only two independent advisors inducted into Barron’s inaugural Hall of Fame. Ron was named to Forbes list of America’s top wealth advisors, coming in at number 13 out of thousands of advisors. He’s also recognized by FinancialTimes and WealthManagement.com as one of the top RIA’s in the country.
Ron is one of the most celebrated and respected financial advisors in the industry — and is a sought after speaker, thinker and investment strategist. In the spring of 2012, Ron co-founded aRIA, a “think-tank” group comprised of six upstanding RIA firms and Advisor Growth Strategies, a consulting firm serving the wealth management industry. As a member of the Financial Advisor Council of CNBC, Ron also writes guest columns and provides a frontline perspective to the CNBC digital news team. In 2014, Ron joined The American College of Financial Services board of trustees, helping the industry by adding capacity and building our next generation of advisors. Ron’s academic credentials include being a CERTIFIED FINANCIAL PLANNER® and a Chartered Financial Consultant. He holds Series 7, 24, 63 licenses through Cetera and Series 65 through CWM, LLC.
Ron is also actively involved in the community. He and his wife, Jeanie, founded The Dreamweaver Foundation, a non-profit organization dedicated to fulfilling end-of-life dreams for seniors with terminal illnesses. He also founded the American Charitable Foundation – a foundation established for a more efficient disposition of charitable assets and served as a past President of the Child Saving Institute. He and Jeanie have served as Chairs for JDRF and helped the foundation raise over $1 million!
Ron has shared his success principles, as documented in his book, Tested in the Trenches, with audiences worldwide. Ron coauthored the New York Times best-selling book Avalanche, and the blueprinting process that goes with it. Together, these tools help advisors learn how to clarify their mission, vision and values by setting business and life goals. His most recent book, The Sustainable Edge, released in 2016, was written for business owners who are seeking a fuller, more rewarding work-life balance.
Ron and Jeanie reside in Omaha and have three wonderful children, two dogs and a cat. He enjoys spending time with his family, collecting and drinking wine, golfing, flying, pheasant hunting and he’s an avid Nebraska Cornhusker fan.
Getting to know Ron
Favorite Food: Wine
Favorite quote: “Today is the first day of the rest of our lives, make the most of it.”
Best piece of financial advice received: To get rich, concentrate. To stay rich, diversify.
Favorite holiday: Christmas
Favorite movie: Top Gun
Hidden talent: Ron is an Auctioneer – he even went to Auctioneer school!
If Ron could meet anyone, past or present, it would be: Jesus
What motivates Ron: Leaving the world a better place than he found it
Place Ron would most like to visit: The moon
Favorite book: Tuesdays with Morrie
Something on Ron’s bucket list: To play golf at Augusta with Billy Payne…accomplished!
Biggest accomplishment: Three great kids
*Please note that the amount of CWM, LLC’s Assets Under Advisement is considerably larger than the amount of the firms regulatory Assets Under Management. Assets Under Advisement include regulatory Assets Under Management reported in CWM, LLC’s Form ADV I, in addition to assets with respect to which CWM, LLC may provide consulting and/or financial planning services, but does not have any management, execution or trading authority. CWM, LLC’s regulatory Assets Under Management can be found in Item 5.F of CWM, LLC’s Form ADV I, available at http://www.adviserinfo.sec.gov.
Recognition from rating services or publications is no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance of results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluations. Forbes ranking algorithm is based on quality of practice, including: telephone and in-person interviews, client retention, industry experience, review of compliance records, firm nominations and quantitative criteria. 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. Financial Times candidate firms were scored based on six criteria: assets under management (AUM), AUM growth rate, years in existence, advanced industry credentials, online accessibility and compliance records. WealthManagement’s Top 25 High-Net-Worth Advisors are ranked by total assets under management. To land on the list, high-net-worth clients had to account for 76 percent or more of the firm’s business. Firms also had to have a focus on financial and retirement planning; institutional clients do not make up a substantial portion of their businesses.