The Power of Perspective
For over 40 years, the team at Carter Financial Management has offered client-centered financial planning and wealth management services to individuals, families, and business owners. Founded and based in Dallas, TX, the firm also serves clients in Houston, Chicago and many other parts of the country.
As fully independent wealth advisors, CFM’s financial planners take pride in the strength of their client relationships, the breadth of their advice, and the quality of their customized solutions. Dedicated to the highest level of client service, the firm offers a comprehensive financial planning process that can help address personalized, multigenerational financial objectives.
Carter Financial Management is one of the few practices that offers a true one-stop-shopping experience, with equal strengths in financial planning and wealth management. With 17 Certified Financial Planner professionals on staff, CFM is distinctly qualified to address a wide range of needs, from solving financial problems to painting a robust picture of clients’ financial opportunities and building the plan to help achieve financial goals. In addition, their alliance with Raymond James Financial Services allows them to provide the luxury of boutique personalized service coupled with the vast resources of a global firm.
BILL CARTER GRADUATES FROM
TEXAS A&M, ENTERS ARMY
In his senior year, Carter served as Student Body President and Cadet Corps Adjutant. Upon graduation, he was named Distinguished Military Graduate and received a commission to the US Army.
BILL CARTER OPENS
CARTER FINANCIAL MANAGEMENT
EARNS HIS CFP®
Only 20 percent of financial advisors nationwide have satisfied the rigorous requirements to become a Certified Financial Planner™. At Carter Financial Management, every wealth manager is a CFP® certificant.
PARTNER, JOINS CFM
CAS was founded to provide fee-based, independent financial planning services.
As a part of their education platform, CFM offers their first annual conference aimed at keeping clients up to date on current financial events.
BILL CARTER SERVES AS
The International Association for Financial Planning was a leadership and advocacy organization that later merged with The Institute of Certified Financial Planners (ICFP) to form The Financial Planning Association (FPA).
BOB BERG, PARTNER,
BILL CARTER RECEIVES DISTINGUISHED
ALUMNI AWARD FROM TEXAS A&M2
CFM RECEIVES FIRST D MAGAZINE
“TOP WEALTH MANAGERS2” AWARD
The firm has received this award every year it has been given since.
CFM REACHES $1 BILLION IN
ASSETS UNDER ADVISEMENT
KATHY MULDOON NAMED TO FINANCIAL
TIMES “TOP 400 FINANCIAL ADVISORS3