A complete list of active advisors currently associated with Carolina Financial Advisors, Inc.

Warmer can help you find a great advisor at Carolina Financial Advisors, Inc. or one who fits your needs even better.

Carolina Financial Advisors provides discretionary portfolio management and financial planning to individuals, trusts, estates, small employers’ plans and nonprofit organizations. The firm offers both traditional managed accounts and a Values Based Investing option that screens investments to align with traditional Christian values. The firm’s stated investment objective is preservation of principal, with emphasis on quality securities, diversification, position limits and minimizing transactions. In practice CFA combines fundamental, technical and cyclical analysis, uses timing services and implements a range of strategies — including short‑term trading, short sales, option writing and leveraged/inverse fund exposures — which reflects a more active, market‑timing component than is typical for peer teams. CFA has several business affiliations that distinguish it from many peers: it uses an SEC‑registered sub‑adviser for certain accounts, its advisory personnel maintain licensed insurance practices and the firm’s principals have ownership and provide accounting/management services to operating businesses. The brochure discloses these relationships and notes the firm’s use of referral and advisor networks and educational programming, and describes procedures intended to address the resulting conflicts of interest.

To learn more about the advisors currently working at Carolina Financial Advisors, Inc., 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.