Carson Group Partners
We are proud to be affiliated with a network of growth-minded advisors through Carson Group Partners. This partnership empowers us to live out our massive transformative purpose: to be the most trusted for financial advice. In an increasingly complex profession where investors need someone they can trust, we stand for something simple – always put the client first.
This partnership allows us to remain independent, meaning we have the freedom to make recommendations deemed to be in the best interest of our clients. We inspire our clients to live their lives by design, not by default. Through back office support such as marketing, operations, technology and more, Carson Group Partners helps advisors like us focus on what matters most – our clients.
Want to learn more about the advisors of Carson Group Partners? Click here.
Lion Street, Inc
Equity Planning, Inc. has partnered with Lion Street, Inc. to enhance our ability in providing tailored life insurance strategies for our clients. The partnership gives us access to premier insurance carriers and the products and services they offer while providing exclusive resources and technologies. With an experienced team of advanced planning strategists, we may exceed the unique and complex insurance needs of our clients.
Lion Street, Inc., based in Austin, Texas, is comprised of an elite network of firms which specialize in life insurance, business insurance and wealth management solutions for high-net-worth individuals, family offices, business owners and corporate clients.
Lion Street, an insurance strategy resource is not affiliated with CWM, LLC and Cetera Advisor Networks LLC.
Barron’s magazine, October 20, 2014 issue. Advisors inducted into the Hall of Fame include those who were recipients of the Barron’s Top 100 Independent Advisors ranking since the list’s inception. The Barron’s rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities.