Carson Group announced the acquisition of FFR Wealth Team, which has transitioned into an integrated Carson Wealth office. The Covington, Kentucky-based team serves approximately $201 million in assets under management.
Carson Group is a wealth advisory firm with over $60 billion in assets under management. The acquisition expands Carson Wealth’s presence in Northern Kentucky.
FFR Wealth Team has built a relationship-driven business focused on multi-generational planning, personalized service, and high-touch client experiences. The team serves affluent families, business owners, and retirees.
The team is led by Managing Partners and Wealth Advisors Shelley Funke Frommeyer and Scott Reynolds. Both are CFP professionals, and their work includes comprehensive financial planning, tax strategies, retirement planning, and support for complex life transitions.
FFR Wealth Team first partnered with Carson in 2018 as an independent office. Its transition to an integrated Carson Wealth office is intended to provide the team with expanded resources, operational support, and a long-term succession path.
As part of Carson Wealth, the team will be able to leverage Carson’s advisor-focused platform. These capabilities include advanced planning resources, operational support, Private Client Services offerings, and access to Carson’s practitioner-led advisor community.
Carson said the integration will give the team more time to focus on proactive planning and client relationships. The move is also designed to help the team continue delivering personalized, community-centered service while expanding the capabilities available to clients.
Carson Group serves more than 60,000 client families across an advisory network of more than 165 partner offices. The network includes over 50 Carson Wealth locations.
KEY QUOTES:
“What drew us to this team years ago still defines them today — humility, authenticity and an unwavering commitment to the people they serve. Their transition to becoming an integrated Carson Wealth office reflects our shared vision of strengthening client relationships, providing exceptional service and delivering greater value to investors. Carson’s comprehensive platform helps empower advisors with a competitive edge, removing constraints and barriers so they can focus on growing their business and serving clients.”
Burt White, CEO of Carson Group
“We’ve spent years building relationships with families and business owners throughout Northern Kentucky, and we believe this transition will help create long-term stability for both our clients and our team. Carson gives us the added resources and succession path to build something enduring — a firm designed to thrive for the next 100 years while still delivering the personalized care and community connection that have always defined who we are.”
Shelley Funke Frommeyer, Managing Partner and Wealth Advisor at FFR Wealth Team
“Carson Group is like a rocket ship, and we wanted to be attached to that momentum. We’ve had a front-row seat to Carson’s growth over the last several years, and what stood out to us was that the culture continues to thrive. Our clients value thoughtful advice, responsiveness and relationships built on trust. This move allows us to stay focused on delivering that same high-touch experience while becoming more proactive and expanding the capabilities available to clients. We are excited about what’s in store for our clients and our firm.”
Scott Reynolds, Managing Partner and Wealth Advisor at FFR Wealth Team
