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.
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.
Planning for long-term care is more important than it has ever been. People are living longer, increasing the risk of needing some sort of care as our bodies get older and break down.
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.
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!