News

Bill Carter recently had the honor of attending a Chairman's Advisory Board meeting for the foundation supporting Children's Health—an already meaningful gathering that became truly historic. During the meeting, Brent Christopher, President of Children's Medical...

We want to extend a heartfelt thank you to everyone who joined us for our Client Appreciation Event on May 15, 2025. It was a pleasure spending an evening with so many of our wonderful clients, friends, and their families while cheering on the Frisco RoughRiders....

We're proud to share that Bill Carter has once again been recognized by Forbes as one of the Best-in-State Wealth Advisors for 2025. This honor reflects Bill's continued excellence in wealth management and the strong, trusted relationships he builds with his clients...

At Carter Financial Management, we're always looking for ways to support our clients beyond financial planning—and that includes helping them protect their sensitive information. On April 26, 2025, we hosted our Annual Shred Day, giving clients the opportunity to...

At Carter Financial Management, we believe that true wealth goes far beyond numbers—it’s also the values, memories, and guidance we leave behind for the people we love most. That’s why Carter Financial Management recently gathered with clients and their guests at the...

At Carter Financial Management, we're always excited to connect with the next generation of financial planning professionals! During a recent visit to Texas A&M, Bill Carter had the opportunity to meet with our future summer intern, Kaitlyn Palacios. Kaitlyn is...

Carter Financial Management recently hosted our 2025 Economic Outlook Dinner in College Station, Texas, bringing together clients for an insightful evening focused on the fiscal future.   We were honored to welcome Romina Boccia from the Cato Institute as our keynote...

At Carter Financial Management, you never know who might stop by for a conversation with our founder, Bill Carter. Recently, we had the privilege of welcoming Jason Smith, chairman of the Ways and Means Committee, to our offices for a thoughtful discussion on the...

On Wednesday, January 14, 2025, the Carter Financial Management team came together for our winter session of Company Planning Day, themed "Building on a Solid Foundation." This theme served as a reminder of our strong roots in the financial planning profession and our...