Carson Group, a wealth advisory firm with more than $50 billion in assets under management (AUM), has announced a new strategic partnership with Total Wealth Planning, an Ohio-based wealth planning firm that serves approximately $1.45 billion in AUM. The 19-person firm will rebrand as Carson Wealth, becoming the firm’s 34th wholly owned office.
The team at Total Wealth Planning, led by managing partners and wealth advisers Robert Lemmons, Robert Siegmann and David Wilder, has spent decades serving clients they describe as “quiet millionaires” — families grounded in Midwestern values who work hard, save diligently and prioritize their loved ones. Through its client-first philosophy and fee-based structure, the Total Wealth team has developed enduring multigenerational relationships grounded in comprehensive planning and personalized wealth management.
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