Team Aveo Capital Joins Forces with Carson Group for $608 Million Collaboration

In a move that underscores the commitment to growth and succession planning, Carson Group, a leading wealth advisory firm managing over $42 billion in assets, has announced the acquisition of Aveo Capital. The Englewood, Colorado-based firm, which manages around $608 million in assets, will be rebranded as a Carson Wealth location.

Brian Rorick, a founder of Aveo Capital, has highlighted the firm's proactive approach to succession planning and its commitment to developing the next generation of financial advisors. This partnership is seen as a natural step towards ensuring client peace of mind about their future care.

For Carson Group, the acquisition presents several key opportunities. The scale, innovative technology, holistic tax planning services, and advanced investment capabilities of Carson Group are expected to drive future growth for Aveo Capital. Moreover, Carson Group recognises Aveo Capital's dedication to delivering value for clients and values its proven ability to recruit new advisors, contributing to Aveo's inorganic growth goals.

The partnership between the two firms is a testament to what's possible when forward-thinking leadership meets a platform built for sustainable growth. Burt White, CEO of Carson Group, and Keys Tinney, one of the founders of Aveo Capital, both express pride in their respective teams and see the partnership as a succession plan.

Carson Group aims to help Aveo Capital grow the firm by developing the next generation of financial advisors. To this end, they plan to provide support from industry-leading practitioners and in-house experts. Aveo Capital, in turn, is looking forward to tapping into Carson's added marketing support to expand outreach and host events.

Michael Belluomini, Carson Group's senior vice president of Mergers & Acquisitions, expresses dedication to helping advisory firms accelerate growth and deliver world-class experiences. He sees this strategic deal as a significant step towards achieving these goals.

The partnership also reinforces Carson Group's commitment to forming strong partnerships with independent advisory firms nationwide. Aveo Capital's leadership sees this partnership as a way to enhance services and solutions, providing a more unified team to better serve their clients.

As Aveo Capital transitions into a Carson Wealth location, the firm is excited about the opportunities this partnership presents. With Carson Group's support, they aim to continue delivering comprehensive advice and sophisticated wealth management solutions, while also expanding their reach and impact.