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
Client Appreciation Event 2022
Let's Get Together Again!Join us for great conversation, brewery tours, hors d’oeuvres, beer, and wine at this casual and unique venue!Tuesday, May...
April 23, 2022 – Shred Day
Join us for our 2022 SHRED DAY on: Saturday April 23, 2022 8:30 a.m. to 11:30 a.m. Doughnuts and refreshments will be available. This complimentary...
February 17, 2022 – Navigating the College Search Process During Covid, and FAFSA Tips
Please join us for a timely presentation by Cozy Wittman with: Education and Partnerships College Inside Track on: Thursday, February 17, 2022 12...
December 14, 2021 – The Family Love Letter® A Gift for the Ones You Love, A Secure Financial Future
Please join us for a timely presentation: The Family Love Letter® A Gift for the Ones You Love, A Secure Financial Future with: Cheri Brooks Senior...
November 9, 2021 – Planning for Those with Special Needs
Please Join Us for a Special Presentation: VOYA Cares® Planning for Those with Special Needs with: Randal Barton and Tim Butler, CIMA Voya...
42nd Annual Carter Investment Conference
2021 Carter Investment Conference – October 19, 2021 At Carter Financial, we believe strongly in the importance of educating our clients on...
September 22, 2021 – Cybersecurity and YOU
Please Join Us for a Special Presentation: Cybersecurity and YOU with: Jason Mayor Director of Technology, Risk, and Assurance Raymond James on:...
July 13, 2021 – Mindfulness and Meditation
A special presentation: Mindfulness and Meditation with: Melissa Berg-Baker Owner Notice More, Stress LessCFM typically focuses on our clients'...
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!