Ron Carson is Founder and CEO of 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 drive results. 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. At Carson Wealth, financial advisors 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; and a burning desire to innovate. These principles enabled Carson Group to grow over $8 billion in assets under advisement. Ron is continually ranked among the top advisors by Barron’s magazine and was inducted into Barron’s inaugural Hall of Fame. He was named to Forbes list of America’s top wealth advisors and is recognized by FinancialTimes and WealthManagement.com as one of the top RIA’s in the country.
As a respected financial advisor in the profession, Ron is a sought-after speaker, thinker and investment strategist. In the spring of 2012, Ron co-founded aRIA, a “think-tank” group of six upstanding RIA firms and Advisor Growth Strategies, a consulting firm serving the wealth management profession. As a member of the Financial Advisor Council of CNBC, Ron writes guest columns and provides a frontline perspective to the digital news team. In 2014, Ron joined The American College of Financial Services board of trustees, helping the profession build the next generation of advisors. Ron’s academic credentials include 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 that fulfills end-of-life dreams for seniors with terminal illnesses. He also founded the American Charitable Foundation, served as a past President of the Child Saving Institute and was Chairman for JDRF, raising over $1 million!
Ron has shared his success principles in his book, Tested in the Trenches and coauthored the New York Times best-selling book Avalanche. His most recent book, The Sustainable Edge, was written for business owners seeking a 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 family, collecting and drinking wine, golfing, flying, pheasant hunting and he’s an avid Nebraska Cornhusker fan.