Providing Expertise, Integrity and Superior Service Since 1976

Financial planning should be a package deal – a lifelong journey that you are on together. Your success depends on starting with the right partner.

Why choose Carter Financial Management?

They have been dedicated to serving financial planning clients for over 40 years, but experience is just one quality that makes CFM stand out from the rest.

Only 20 percent of financial advisors nationwide have satisfied the rigorous requirements to become a Certified Financial Planner™ professional. At Carter Financial Management, every wealth manager is a CFP® certificant.

Collectively, the team has consistently been named to D Magazine’s “Top Wealth Managers in Dallas”. Individually, nine of the firm’s planners have made the magazine’s “Best Financial Planners in Dallas” list at least once, many have consecutive appearances, and two have been on the list every year since it was first published in 2002.

And finally, Carter planners operate as fiduciaries – holding themselves to a standard of responsibility that puts our clients needs first.


Learn about the milestones along the road from one-man operation in 1976 to more than twenty employees and over $1 billion in assets under management today.


Beyond earning the CFP® designation, Carter advisors must obtain continuing education beyond the licensing standards of their profession, adhere to a strict code of conduct, and participate in community service. Find out what else makes them stand out from the rest.


Upholding the highest professional and ethical standards, prioritizing client service, and serving the community are essential elements of Carter Financial Management’s culture and approach to business.


If you hold, or are working towards, a Series 7 license with CFP® designation, and want to work hard to provide outstanding client service, let’s talk about how we can help you reach your career goals.

By the Numbers