Karn Couzens & Associates, a $800 million registered investment advisory firm based in Connecticut, will become Carson Wealth’s 35th branded office in the U.S., the firm announced this week.
A generational financial planning and wealth management firm with offices in Farmingham and Wallingford, Conn., the formerly eponymous 10-person team is headed by founder Robert Karn and Jeffrey Couzens, son of founder James Couzens. It has been serving clients since 1987.
“One of the biggest reasons was the industry-leading technology available to us as Carson Wealth and what that will enable us to do for our clients,” said Karn. “These tools will help streamline our clients’ digital experience, making it easier for them to visualize their financial plan, access their investments and communicate with our team.”
Karn also said that the Carson network will also provide them with a viable succession plan that suits their practice, giving them “renewed confidence” as they look to the future.
“Bob and Jeffrey have built a tremendous multigenerational family business,” said Ron Carson, founder and CEO of Carson Group. “As part of the Carson Wealth team, they have access to resources to secure their firm’s legacy and provide so much more for their clients.”
Aligning with Carson, Jeffrey Couzens agreed, “will allow us more time to foster true partnerships with our clients and help them live their best lives.”
Carson Wealth now has 35 offices across 18 states and Washington, D.C. This latest acquisition represents its first in Connecticut.
In addition to Carson Wealth, the Nebraska-based Carson Group also offers advisory services through its RIA, Carson Partners, as well as coaching for financial advisors through its affiliate, Carson Coaching. The company currently manages about $20 billion in assets for more than 40,000 families across its network of 120 partner offices.