Wealth Standard Financial, a full-service financial planning and wealth management firm based in Houston, has announced its plans to join Carson Partners, a collaborative ecosystem of more than 120 advisory firms across the U.S.
“Joining Carson Partners will allow us to elevate our client experience and allow us to offer a truly holistic financial planning experience for our clients. We are the quarterback for our clients’ financial lives, helping them thrive through all stages whether they are just starting out or planning the next chapter of their lives,” said Wealth Standard Financial CEO & Senior Wealth Advisor, Brian O. Butler, CRPCä, CEPA, CPFA.
The seven-person team Wealth Standard Financial team also includes Senior Wealth Advisors, Marlon K. Scott, CRPC, and Paul Boudwin, who serve as Regional Vice Presidents of the firm, and Wealth Advisors, Matthew Washington Jr., CPFA, and Joel Garrett, CRPC, CPFA. The firm serves an array of clients throughout the U.S., including individuals in the health care and education sectors and a variety of business owners that are going through major life transitions or who are looking to exit their businesses within the next 10 years.
As a Carson Partner, Wealth Standard Financial will remain independently owned. The partnership will help the firm grow through access to additional marketing, technology, compliance, investments, and mergers and acquisitions support.
“Diversity, equity and inclusion in the financial services industry are essential. We work diligently to represent everybody in our firm, from our clients to those who work here. We hope to expand across the country and open financial planning to as many people as possible,” said Butler.
Wealth Standard Financial supports clients through transitions at all stages in life, working with individuals at every income level, including high net worth and H.E.N.R.Y., which stands for High Earners, Not Rich Yet.
As a Carson Partner, the team will expand client service offerings with a vision to open additional locations throughout Texas and beyond.
“I am pleased to welcome Wealth Standard Financial to the Carson family. We look forward to supporting Wealth Standard Financial as it achieves its vision to expand and reach underrepresented individuals and businesses with exceptional, simplified financial planning services,” said Ron Carson, Carson Group founder and CEO.
Carson Group has more than 120 partner firms across the U.S. and currently manages $20 billion in assets.