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, corporations, pension and profit‑sharing plans, and nonprofit organizations. The firm also offers Values Based Investing portfolios that screen holdings to align investments with traditional Christian values. The firm states an investment policy of preservation of principal, emphasizing quality securities, diversification, position‑size limits and generally minimizing transactions. It uses fundamental, technical and cyclical analysis and implements a range of strategies—from long‑term buy‑and‑hold to short‑term trading, options, short sales and leveraged/inverse funds—and also utilizes market‑timing services and third‑party sub‑advisers for certain accounts. Noteworthy features include affiliation with other investment advisers (the firm engages sub‑advisers for some accounts), membership in national referral and values‑based advisor networks, and personnel who are licensed insurance agents and operate affiliated insurance agencies. The firm’s principal also has ownership and provides management and accounting services to privately held storage businesses; these outside activities and any commissionable product recommendations are disclosed in the brochure and described as managed under the firm’s fiduciary policies.

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.