The Power of Perspective
Few wealth management firms can claim the wisdom and perspective that comes from weathering more than 40 years of booms, busts, bulls, and bears – and fewer still possess the vision and fiduciary commitment to flourish through it all.
Hear the Carter Financial Management story first-hand from Bill Carter and some of his original partners.
Your Financial Fingerprint
Like your fingerprint, no two of the thousands of financial plans crafted by the CFM team are alike. That’s because we understand no two individuals or families share precisely the same circumstances, personalities, needs, and goals. Once your personal financial plan is in place, your advisor manages your portfolio to help you reach those goals.
CREATING YOUR PLAN
Whatever your goals, Carter planners will design a plan to get you there.
MANAGING YOUR FINANCES
Your plan into action, following Carter’s disciplined, four-step implementation process
Time-Tested Expertise
Only 20 percent of financial advisors nationwide have satisfied the rigorous requirements to become a Certified Financial Planner™. At Carter Financial Management, every advisor is a CFP® certificant.
What’s New
Keep Your Financial Plan Up-to-Date
A financial plan is simply a roadmap to help you stay on track and ultimately accomplish your financial goals. It...
Planning for Long-Term Care
Planning for long-term care is more important than it has ever been. People are living longer, increasing the risk of...
Have you heard about NFTs?
A non-fungible token (NFT) is a non-interchangeable unit of data that is stored on a digital ledger, or blockchain. It...
Things To Remember In Hectic Markets
It has been a summer of volatility as markets dropped on June 10 after a hotter‐than‐expected inflation report. On June...
Values
Maintaining a high level of expertise, providing outstanding client service, a commitment to educating their clients, and giving back to the community are the closely-held values that have guided the Carter team since day one.
Careers
Working toward a Series 7 license and/or CFP designation and building a financial planning practice or considering transitioning your practice to a financial planning, fee-based orientation? Carter executives would love to meet you!