Ron Carson

CFP®, ChFC®

Founder and CEO

Co-Chief Investment Strategist

(402) 697-5444

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Ron Carson is Founder and CEO of the Carson Group, which serves financial advisors and investors through its businesses including Carson Group Coaching, Carson Group Partners and Carson Wealth.

Carson Group Coaching gives financial advisors a coach, a plan and accountability to get organized so they can deliver results for their clients. Carson Group Partners 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.
 

Read Ron’s latest blog post here
 


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