$350M Yuma Investment Group Joins Carson, Aims for Further Growth in the Southwest

Posted on November 15, 2019

Omaha, NE – November 15, 2019 – Yuma Investment Group Wealth Management, a comprehensive financial planning firm established in 2001, announced today that the team is joining Carson Partners in order to achieve their vision of growing the company to a billion dollars in AUM. The forward-thinking team, based in Yuma, Arizona, is excited to leverage the Carson tech stack in order to streamline operations and deliver a frictionless client experience.

Founder and Wealth Advisor Tom Rush, along with Managing Partners and Wealth Advisors George Davis and Adrian Elder, lead a team of five wealth advisors and ten additional stakeholders in the operations department. Yuma has surpassed $350 million in assets under management and is currently onboarding two new advisors to continue to service current clients and prepare for future growth. The team works with a wide range of individuals, from executives to young professionals just starting out on their wealth-building path. Business owners, doctors, teachers and federal employees form a significant core of the client base.

“Technology had been one of our top challenges, leaving our operations team to input data anywhere from three to five times per client because of the digital walls that exist between various software systems,” said Founder Tom Rush. “In our conversations with Carson, their tech stack was the most attractive benefit. Delivering an integrated ‘single pane of glass’ experience will allow our clients to truly visualize their wealth and save our operations team a lot of time.”

He added, “We currently devote a considerable amount of time and brainpower to working on Yuma’s investment models in order to best meet our clients’ goals. The move to Carson Partners will enable us to win back some of that time and take advantage of the broad range of expertise in Carson’s Wealth Enhancement Group—from CPAs, CFPs, CFAs and more, who are dedicated to supporting our financial planning efforts on behalf of our clients.”

Similar to other advisory firms in the Carson Partners network, Rush, Davis and Elder will maintain 100 percent ownership of Yuma Investment Group Wealth Management and remain the strategic decision-makers for all business decisions and operations at the firm.

“Tom Rush and the Yuma team are well-poised for growth in the Southwest region because they’ve made a name for themselves as a top-tier firm in terms of smarts and service,” said Teri Shepherd, President of Carson Group. “The team at Carson looks forward to supporting them in their quest to become a billion-dollar firm that helps even more families define their financial goals and progress along the path toward true wealth.”

In addition to being a mainstay in the Barron’s annual list of top wealth management firms, Carson Group remains among the Inc. 5000 list of America’s fastest-growing companies, has been recognized for two consecutive years by InvestmentNews as a top-50 firm for Best Places to Work for Financial Advisors, and was recently awarded a Best Places to Work in FinTech by American Banker.