The Power of Perspective
For over 50 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, CFM 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 practice offers a comprehensive financial planning process that can help address personalized, multigenerational financial objectives.
Carter Financial Management is one of the few groups that offers a true one-stop-shopping experience, with equal strengths in financial planning and wealth management. With more than ten 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 organization.
1969
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.
1976
BILL CARTER OPENS
CARTER FINANCIAL MANAGEMENT
1979
KATHY MULDOON,
PARTNER, JOINS CFM
1980
CARTER ADVISORY
SERVICES FOUNDED
CAS was founded to provide fee-based, independent financial planning services.
1980
INAUGURAL CARTER
INVESTMENT CONFERENCE
As a part of their education platform, CFM offers their first annual conference aimed at keeping clients up to date on current financial events.
1983
BILL CARTER SERVES AS
IAFP PRESIDENT
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).
1996
CFM CELEBRATES
20 YEARS
2002
BILL CARTER RECEIVES DISTINGUISHED
ALUMNI AWARD FROM TEXAS A&M
2015
CFM NAMED TO D MAGAZINE
“TOP WEALTH MANAGER TEAMS AWARD1
The group has appeared on it every year since.