A complete list of active advisors currently associated with Carlin Wealth Management Group, LLC

Warmer can help you find a great advisor at Carlin Wealth Management Group, LLC or one who fits your needs even better.

Carlin Wealth Management Group, LLC is an SEC‑registered adviser that serves individual and high‑net‑worth clients with both discretionary and non‑discretionary portfolio management and financial planning consulting. The firm emphasizes ETF and equity exposure through third‑party model portfolios and provides ongoing suitability reviews, written investment strategies, and client‑directed investment restrictions. Carlin manages a substantial asset base with most assets managed on a discretionary basis and executes trading almost exclusively in block trades to seek uniform execution across client accounts. Its investment toolkit includes asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchase strategies, while third‑party models are screened initially and quarterly for risk and performance relative to benchmarks. Noteworthy features include the firm’s use of borrowing and derivatives within separately managed accounts, practices that are uncommon among similarly supported firms, and the fact that some representatives are licensed insurance agents who may offer commissionable insurance products (with up to 30% of representatives’ time potentially devoted to that activity). Carlin also relies on third‑party model portfolios with documented due diligence and uses promoter/finder arrangements and an online lead‑matching program for client acquisition.

To learn more about the advisors currently working at Carlin Wealth Management Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.