Celebrating Marnie Nebeker’s 25-Year Milestone with Raymond James
We are proud to celebrate Marnie Nebeker, FPQP™, on her 25-year anniversary with Raymond...
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Category: News
Continuing Our Commitment to Excellence at the FPA DFW Conference
Several professionals from Carter Financial Management recently attended the Financial Planning...
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CFM Featured in D Magazine “Faces of Financial Planning”
We’re honored to share some exciting news — Carter Financial Management has been featured in D...
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Bill Carter on the History and Future of the FPA
Take a walk down memory lane as the Financial Planning Association celebrates its 25th...
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Bill Carter Appears on FPA Live
We’re pleased to share this special interview from FPA Live, courtesy of the Financial Planning...
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Team Outing at the Fort Worth Stock Show & Rodeo
After several days of icy roads, the Carter Financial Management team was grateful for clear skies...
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Thank You for Your Patience During Our Office Renovation
At Carter Financial Management, we are always looking for ways to better serve our clients—both in...
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Winter 2026 Company Planning Day: Kicking Off The Golden Year
The Carter Financial Management team gathered for our Winter 2026 Company Planning Day, one of our...
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The Work Behind the Wishes
At Carter Financial Management, giving back has always been more than a tradition—it’s part of who...
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A Fresh Look Ahead: Our Office Update in Progress
As our office undergoes a short-term physical closure, we wanted to share a little...
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A Special Afternoon of Conversation and Connection: Our December Book Club Gathering
On December 8, 2025, Ellenore Knight Baker, CFP®, hosted a warm and engaging client get-together...
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Carter Financial Management Named to D Magazine’s 2025 List of Top Wealth Managers
Carter Financial Management is proud to announce that we have once again been named to D...
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