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Total Wealth Planning

Cincinnati, Ohiotwpteam.com1expert edge

Fee-only wealth advisory firm founded in 1989, providing comprehensive financial planning and investment management for individuals, families, and business owners with $1.45 billion in assets under management; acquired by Carson Group on November 18, 2025.

Why interesting to a deal team

Acquired by Carson Group as its largest deal to date (22nd acquisition in 2025), representing significant scale consolidation and demonstrating Ron Carson's active M&A strategy execution in the RIA space.

Experts connected to this company

RC

Ron Carson

Founder and Chairman

Carson Group

FounderOmaha

Built a $1B+ RIA aggregation platform from scratch and just handed CEO reins to a growth operator — a live case study for anyone underwriting RIA roll-ups or founder-to-professional-management transitions.

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