Carson Group Acquires $201 Million FFR Wealth Team, Expanding Kentucky Footprint
Updated
Updated · InvestmentNews · Jul 7
Carson Group Acquires $201 Million FFR Wealth Team, Expanding Kentucky Footprint
1 articles · Updated · InvestmentNews · Jul 7
Summary
Carson Group completed its acquisition of Covington-based FFR Wealth Team, folding the Kentucky practice into Carson Wealth as a fully integrated office after years as an affiliated partner.
The move adds roughly $201 million in client assets to Carson, whose network already oversees more than $60 billion, spans 165-plus partner offices and serves over 60,000 client families.
FFR first partnered with Carson in 2018 as an independent office, and the full integration gives the team access to Carson's planning support, operational infrastructure, private client services and wider advisor network.
Shelley Funke Frommeyer and Scott Reynolds said the shift should improve long-term continuity, succession planning and client service while letting the firm keep its high-touch focus on affluent families, business owners and retirees in Northern Kentucky.