Our Story
Founded in 1983, Carson Wealth has grown to become a Barron’s Hall of Fame firm, serving clients through holistic financial planning, disciplined investment strategies, and proactive personal service.
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.