Carson Wealth adds Kentucky team managing $201M in assets

Carson Group has completed the acquisition of FFR Wealth Team, bringing the Covington, Kentucky based firm fully into the Carson Wealth network as an integrated office.

The Omaha-based advisory giant, which oversees more than $60 billion in assets under management, said the newly absorbed team manages roughly $201 million on behalf of clients across Northern Kentucky.

FFR Wealth Team first partnered with Carson in 2018, operating as an independent office before this latest step toward full integration. The practice built its reputation on multi-generational planning and close client relationships, working primarily with affluent families, business owners and retirees on comprehensive financial planning, tax strategy, retirement preparation and complex life transitions.

Managing partners and wealth advisors Shelley Funke Frommeyer, CFP, and Scott Reynolds, CFP, lead the team.

Carson Group chief executive Burt White said the qualities that first attracted the firm to the Kentucky practice remain unchanged.

"What drew us to this team years ago still defines them today — humility, authenticity and an unwavering commitment to the people they serve," White said. "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."

Advisor toolkit

The integration gives the FFR team access to Carson's advisor-focused resources, including advanced planning support, operational infrastructure, Private Client Services offerings and the broader network of practitioners across the Carson platform. That backing, the firm said, should free up more time for proactive planning and deeper client relationships while the office continues its community-focused approach.

Frommeyer said the shift positions the practice for long-term continuity.

"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," Frommeyer said. "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."

Reynolds pointed to Carson's momentum as a driving factor behind the decision.

"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," Reynolds said.

Carson Group's network now spans more than 165 partner offices, including over 50 Carson Wealth locations, serving upward of 60,000 client families.