In Memoriam: Becky Bell, CFP®

In Memoriam: Becky Bell, CFP®

It is with heavy hearts that we share the news of the passing of our dear long-time member, Becky Bell, CFP®, President of Carter Financial Management. Becky was a pillar of our community, renowned...

Bill Carter Named a 2024 Forbes Best-in-State Wealth Advisor

Bill Carter has been named to Forbes' esteemed Best-in-State Wealth Advisors list for 2024 in recognition of his expertise and client trust. This recognition is a testament to his dedication and excellence in financial guidance. Forbes rigorously evaluates candidates...

New Faces at CFM!

Please join us in welcoming our newest team members.   Anna Wood is a highly experienced Office Administrator who joined Carter Financial Management in May. With over 25 years in private equity and commercial real estate, she brings a rich background and outstanding...

A Visit from Our Scholarship Winners

We were delighted when a few of our former scholarship winners came by CFM to meet us. These young men and women are phenomenal individuals, and the potential our scholarship selection committees saw in each of them is becoming realized.   Jorge Rodriguez Santana...

The Power of Direct Indexing: A Strategic Approach to Investment

In the dynamic world of investing, where innovation constantly reshapes the landscape, one strategy that has gained attention is “direct indexing.” Direct indexing is an investment approach that allows investors to customize portfolios of individual stocks, mirroring...