SOURCE: Keystone Financial Services

Keystone Financial Services

May 19, 2016 12:00 ET

Keystone Financial Services Affiliates With Carson's Nationally-Recognized Registered Investment Advisory Firm

Loveland Wealth Management Firm, Like Carson Institutional Alliance, Committed to Putting Clients' Interest First

LOVELAND, CO --(Marketwired - May 19, 2016) - Keystone Financial Services, an independent investment and wealth management firm based in Loveland, Colo., today announced their alignment with Carson Institutional Alliance, a partnership of professional advisory firms across the United States. Keystone Financial Services has had a longstanding, professional relationship with founder and CEO of Carson Institutional Alliance, Ron Carson, for many years.


"Our client service model is similar to that of Carson Institutional Alliance, which is to always put the client's best interest first," said Keystone Financial Services founder and CEO Josh Nelson, CFP®. "Ron is considered one of the top advisors nationwide." Ron Carson was one of only two independent firms inducted into Barron's inaugural Hall of Fame.*

"Keystone Financial Services has a long history of a consulting relationship with Ron Carson and is pleased to now formalize and expand the relationship which will greatly benefit our clients," said Nelson. "Some of the immediate benefits of this partnership which are available to clients include increased access to the resources of a firm which oversees nearly $6 billion in assets under advisement,** potential fee/cost reduction, technology improvements, greater transparency, additional investment options and strategies, improved high net-worth planning and succession planning."


Keystone Financial Services will continue to do business as an independent firm just as it does today -- but now has the strength of Carson Institutional Alliance with 30 other firms by its side, which includes many other well-known advisory firms around the country. Keystone will continue to utilize LPL Financial as custodian for their assets and have access to additional custodians to ensure that they have the strategies needed to build and preserve their clients' wealth.


"This affiliation was prompted by our continued growth and our commitment to providing the highest value, personalized solutions and superior service for our clients," Nelson said. "We realize that the marketplace is demanding more and more from advisors. We want to continue to provide superior customer service and value to our clients and this partnership will give us more resources than ever before to do precisely that," observed Nelson, winner of the 2015 Peak Advisor Alliance "Practice of the Year" Award.***

Peak Advisor Alliance, a professional organization that provides practice management solutions and coaching programs for thousands of independent financial advisors, annually honors a financial advisory firm that has significantly enhanced its service to clients and shown outstanding growth. Keystone Financial Services was chosen from among some of the top financial service practices in the nation to receive this award last year.

"Keystone shares our commitment to providing trust, transparency and accountability to clients and our firms were built on the same culture -- a philosophy that puts the client's best interest above all else," said Ron Carson. "This strategic alliance made sense for both firms so that together we can revolutionize the financial services industry."


Keystone Financial Services focuses on the needs of families and small business owners in Northern Colorado. The firm's client base is largely comprised of current and former employees from high-tech companies such as Facebook, Hewlett-Packard Enterprise, Hewlett-Packard, Agilent Technologies, Intel Corporation, Broadcom Limited, Advanced Micro Devices, and Keysight Technologies. Keystone's founder, Josh Nelson, CFP®, who has more than sixteen years experience in the financial services industry, holds a master's degree in personal financial planning and is a CERTIFIED FINANCIAL PLANNER™ professional. He is also a member of the Financial Planning Association (FPA). For more information, visit,

*Barron's magazine, October 20, 2014 issue. 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.

*LPL awards based on revenues 1989-2015.

**Please note that the amount of CWM, LLC's Assets under Advisement is considerably larger than the amount of the firms regulatory Assets under Management. Assets under Advisement include regulatory Assets under Management reported in CWM, LLC's Form ADV I, in addition to assets with respect to which CWM, LLC may provide consulting and/or financial planning services, but does not have any management, execution or trading authority. CWM, LLC's regulatory Assets Under Management can be found in Item 5.F of CWM, LLC's Form ADV I, available at

***Practice of the Year Nominees are selected by Peak's business coaches and executive management team. Criteria include: achievement of significant personal and professional goals, practice success and growth, implementation of the Peak Advisor Alliance program, and true commitment to enhancing their clients' lives.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CWM, LLC, a registered investment advisor. LPL Financial is under separate ownership from any other entity.

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