Plan for Tomorrow. Live for Today.

Planning for the future shouldn’t rob you of the present – and with the right team behind you, it doesn’t have to.
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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!