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.
At Carter Financial Management, we believe in the continuous growth of our wealth managers. Earning the CERTIFIED FINANCIAL PLANNER® (CFP®) certification reflects our commitment to excellence. For over 50 years, the CFP® designation has set the standard in financial planning, requiring rigorous education, extensive experience, and adherence to a strict code of ethics that prioritizes clients’ best interests
Collectively, the team has consistently been named to D Magazine’s “Top Wealth Manager Teams in Dallas” every year for the last 15 years.
And finally, Carter planners operate as fiduciaries – holding themselves to a standard of responsibility that puts our clients needs first.
History
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.
Values
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.
Careers
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.