Carson Group, a leading wealth advisory firm with more than $42 billion in assets under management, has decisively acquired Aveo Capital, a wealth advisory firm based in Englewood, Colorado, managing around $608 million in assets. Aveo Capital will be rebranded as a Carson Wealth location.
Founded in 2011 by industry experts Keys Tinney, CFP, Brian Rorick, and Michael Beerman, Aveo Capital has demonstrated impressive growth by placing client needs at the forefront. The firm is renowned for delivering comprehensive advice and sophisticated wealth management solutions that empower clients to effectively navigate complex financial decisions.
This strategic deal not only supports Carson Wealth’s presence in the Rocky Mountain region but also reinforces its unwavering commitment to forming strong partnerships with independent advisory firms nationwide.
KEY QUOTES:
“From our initial meeting with Keys and his partners, we recognized their unwavering dedication to delivering value for clients, which makes them an ideal fit for the Carson Wealth network. As a built-in extension of their team, Carson will orchestrate support from industry-leading practitioners and in-house experts to help the Englewood team provide personalized services and enhanced experiences for clients. We look forward to helping them pursue strategic business goals such as growing the firm by developing the next generation of financial advisors. By investing in the careers of junior advisors, the team is laying the groundwork for future succession and long-term sustainability of the business.”
Burt White, CEO of Carson Group
“As Aveo grew, we recognized that if we wanted to do more for our clients we needed to transition into a more unified team—one that could enhance our services and solutions while maintaining the same level of strong, personal relationships we’ve built with each client. Carson had everything we envisioned for Aveo already built, tested, and ready to implement. The scale, innovative technology, holistic tax planning services, and advanced investment capabilities will allow us to grow for generations to come. We also look forward to tapping into Carson’s added marketing support to help us expand outreach and host events for clients and prospects.”
Keys Tinney
“We’re proud of our amazing team of partners and wealth advisors, all who are different timelines and stages of our careers. Someday we’ll retire, and it’s important for us to have a succession plan in place. Our partnership with Carson creates a transition plan in a way that gives clients peace of mind that they will be taken care of well beyond the current team in place.”
Brian Rorick
“The Englewood team’s proactive approach to succession planning and commitment to developing the next generation of financial advisors aligns seamlessly with our long-term vision. We’ve been impressed by their proven ability to recruit new advisors, which contributes to our inorganic growth goals. At Carson, we are dedicated to helping advisory firms accelerate growth, enhance operational efficiency and ultimately deliver world-class experiences. This partnership with Englewood is a testament to what’s possible when forward-thinking leadership meets a platform built for sustainable growth.”
Michael Belluomini, Carson Group’s senior vice president of Mergers & Acquisitions
