News

We are proud to celebrate Marnie Nebeker, FPQP™, on her 25-year anniversary with Raymond James Financial Services—an incredible milestone that reflects her dedication, professionalism, and commitment to serving others. For twenty-five years, Marnie has been an...

Several professionals from Carter Financial Management recently attended the Financial Planning Association of Dallas/Fort Worth (FPA DFW) Conference on February 19, 2026, held at the Irving Convention Center. The conference brought together financial planning...

We’re honored to share some exciting news — Carter Financial Management has been featured in D Magazine’s 2026 as the "Faces of Financial Planning.” As we celebrate our firm’s 50th anniversary, this recognition feels especially meaningful. For five decades, our...

Take a walk down memory lane as the Financial Planning Association celebrates its 25th anniversary. In this special video, industry leaders reflect on the historic merger of the IAFP and ICFP and the founding of FPA. We’re proud to share insights from our own Bill...

We’re pleased to share this special interview from FPA Live, courtesy of the Financial Planning Association. In this conversation, Bill Carter, a trailblazer in financial planning and a central figure in the merger of the IAFP and ICFP that formed FPA in 2000,...

After several days of icy roads, the Carter Financial Management team was grateful for clear skies and safe travels as we headed to the Fort Worth Stock Show and Rodeo on Friday, January 30, 2026. Before the main event, we enjoyed exploring the grounds and supporting...

At Carter Financial Management, we are always looking for ways to better serve our clients—both in the guidance we provide and the space where those conversations take place. We would like to extend our sincere thanks to our clients for their patience and...

The Carter Financial Management team gathered for our Winter 2026 Company Planning Day, one of our bi-annual planning sessions held each winter and summer, to officially kick off The Golden Year—a milestone year commemorating our 50th anniversary. Our time together...

At Carter Financial Management, giving back has always been more than a tradition—it’s part of who we are. On Friday, December 12, our team spent the day volunteering with The Salvation Army, lending a hand in preparation for their upcoming Angel Tree Distribution....

As our office undergoes a short-term physical closure, we wanted to share a little behind-the-scenes look at what’s happening—and why we’re so excited about it. While our closure is short-term, the work underway is meaningful. These updates are focused on refreshing...