Carter Advantage™ Financial Planning & Portfolio Management

Carter Financial Management is focused on helping you achieve your financial goals while enjoying the journey.

People may assume that saving and investing for retirement, college or other long-term goals means living a less joyful life today.

But after more than 40 years of crafting and managing highly personalized comprehensive financial plans for affluent individuals and families, the Carter Financial Management team knows that depriving oneself of the present in order to achieve tomorrow’s dream isn’t just unnecessary, it can be counterproductive. As a result, CFM services are focused on helping you achieve your financial goals and enjoy the journey.

Want to learn more about CFM’s approach to wealth planning and management? Keep reading, or get in touch!

Creating Your Plan

Carter wealth managers know their clients’ families as well as their own. They work with you to identify your goals and develop a highly personalized, comprehensive financial plan, and help you manage your plan as your needs and goals change over time.

Managing Your Finances

Once your plan is complete, the Carter team partners with you to implement recommendations and financial solutions through their proprietary four-step process, which has been continuously refined and perfected since 1976.

Carter Financial planning and management process.