A complete list of active advisors currently associated with Carr Financial Group

Warmer can help you find a great advisor at Carr Financial Group or one who fits your needs even better.

Carr Financial Group Corporation advises individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, corporations and pension/profit‑sharing plans. The firm’s services include financial planning, wealth management (discretionary and non‑discretionary), retirement plan consulting and a suite of family office services. The firm generally implements a strategic asset allocation approach implemented primarily through diversified mutual funds and ETFs, supplemented for some clients by individual equities, REITs, options or selected Independent Managers; its methods of analysis include fundamental, top‑down and manager research. Accounts are monitored on an ongoing basis and, as disclosed in its brochure, the firm reported $744,163,845 in discretionary assets under management as of December 31, 2025. Notable differences from many team firms include a multi‑office presence and a dedicated family office offering (Lucey Advisory Group) that handles bill paying, payroll coordination, vendor and insurance interactions, Section 125 administration and coordination with CPAs and attorneys. Several of the firm’s investment adviser representatives are also licensed insurance agents and may receive commissions for insurance and annuity products, a relationship the firm discloses and notes can create conflicts of interest.

To learn more about the advisors currently working at Carr Financial Group, 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.