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Carolyn L
PFS™
Raleigh, NC
CLW Financial Planning LLC
Carolyn Larsen Wieber is a financial advisor at CLW Financial Planning LLC in Raleigh, NC, with 14 years of industry experience. She holds the PFS™ designation and previously worked at Paraklete Financial and Steward Ingram & Cooper PLLC. In addition to financial advising, she owns a CPA practice that provides tax compliance and consulting services for small business owners and their families. CLW Financial Planning LLC is an independent, fee-only advisory firm serving individuals, high-net-worth clients, trusts, and small businesses. The firm integrates discretionary investment management with comprehensive financial planning and tax preparation, using a Modern Portfolio Theory approach focused on long-term, diversified allocations primarily through passive mutual funds and ETFs.
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