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FFR Wealth Team

EST. AUM
$500,000,000

CONTACTS

CLIENT ACCOUNTS
154,206

Firm Details

Metro area Cincinnati
CRD Number
Website ffrwealthteam.com
Client types

Overview

FFR Wealth Team was a Covington, Kentucky-based wealth advisory practice serving affluent families, business owners and retirees. The firm provided comprehensive financial planning, retirement planning, investment management, estate-planning support and tax-strategy coordination. Its operating model emphasized multigenerational planning, personalized service and support through complex financial or life transitions. FFR joined the Carson network as an independent partner office in 2018 while continuing to use its local brand. Investment advisory services were delivered through CWM, LLC rather than through a separately registered FFR advisory entity. On 7 July 2026, Carson Group acquired the practice and integrated it into Carson Wealth. At the time of acquisition, the FFR team managed approximately US$201 million in assets

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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