Carson Group has expanded its national advisory footprint with its most significant acquisition of the year through a strategic partnership with Ohio-based Total Wealth Planning, a 19-person firm overseeing approximately $1.45 billion in assets under management. The Cincinnati area team will rebrand as Carson Wealth and become the company’s 34th wholly owned office.
The Omaha-based wealth advisory firm, which manages more than $50 billion in assets, continues to accelerate its acquisition strategy following a record year of growth. Total Wealth Planning is led by Managing Partners and Wealth Advisors Robert Lemmons, CFP, AIF, Robert Siegmann, MBA, and David Wilder, CFP, CTFA. The team has spent decades working with what they refer to as “quiet millionaires,” clients who emphasize Midwestern values, disciplined saving, and multigenerational planning.
The partnership is aimed at strengthening client service capabilities, deepening Carson’s Midwestern presence, and expanding into the Indianapolis market. Carson plans to leverage its advanced technology stack, integrated data systems, AI-powered tools, and Private Client Services to support more complex tax, estate, and investment planning needs for incoming clients. The firm said its recent acquisition of Wells Trecaso in Akron, combined with the Total Wealth Planning deal, reflects a deliberate market expansion strategy focused on attracting high-performing advisors.
Total Wealth Planning selected Carson for its shared values, entrepreneurial culture and the opportunity to enhance client outcomes through broader resources. The Cincinnati team is expected to benefit from Carson’s technology infrastructure and national advisor community as it enters its next phase of growth.
Carson Group has now completed 22 acquisitions in 2025. Echelon Partners acted as the exclusive M&A advisor to Total Wealth Planning.
KEY QUOTES
“As we continue to bring on exceptional talent, we are thrilled to welcome the Total Wealth team to the Carson community. With Rob, Rob and Dave, we’re adding leadership from a firm that has built something truly special in Cincinnati and across Ohio while also expanding its impact through growth in the Indianapolis market. As our largest acquisition to date, this partnership caps a record breaking year for Carson and reflects the momentum we’re seeing across the marketplace. Our growth is being fueled by our ability to attract high performing firms like Total Wealth Planning that share our client first philosophy and commitment to elevating the standard of advice. Along with our recent partnership with Wells Trecaso in Akron, this expansion underscores Carson’s strategy to enter new markets with exceptional talent, deepen our bench of next generation leaders and help advisors grow intentionally while serving more families with excellence.”
Burt White, CEO, Carson Group
“There was a lot that excited us about expanding our partnership with Carson Group, most importantly, the opportunity to deliver more to our clients. We’ve always believed that if you do what’s right for the client, everything else falls into place. Carson helps us expand that mission with the tools and expertise to serve families even better.”
Robert Lemmons, Managing Partner and Wealth Advisor, Total Wealth Planning
“We were entrepreneurs when we founded our business, and we built our company from the ground up. One of the things we really appreciated about the Carson model was our ability to remain flexible. We knew we’d have a voice at Carson to help shape the platform as we grow together.”
Robert Siegmann, Managing Partner and Wealth Advisor, Total Wealth Planning
“This is the next evolution in how we work with our families. We’re excited to have access to new technologies and planning capabilities, and we look forward to learning from this tremendous community of advisors who share our passion for doing what’s right for the client.”
David Wilder, Managing Partner and Wealth Advisor, Total Wealth Planning
“The deep bench of G2 advisor talent that this team has cultivated, along with their innovative use of technology to enhance client advice, makes Total Wealth an outstanding addition to our ecosystem. A firm of this caliber is a perfect capstone to what has been a highly successful year of growth for Carson, and we’re proud to welcome such a high performing, deeply committed team.”
Michael Belluomini, Senior Vice President of Mergers and Acquisitions, Carson Group
