A complete list of active advisors currently associated with Carter Financial, LLC

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

Carter Financial provides investment advisory and standalone financial planning services to individuals, high net worth individuals, trusts, estates and business entities. Its asset management service constructs portfolios that may include individual stocks, bonds, ETFs, mutual funds, options and other public and private investments, while written planning engagements encompass retirement, estate, charitable and education planning as well as corporate and personal tax planning. The firm describes itself as a fiduciary and offers individualized portfolio management guided by fundamental analysis and asset allocation strategies (including strategic and dynamic approaches), with ongoing monitoring and rebalancing. It recommends clients establish accounts with a qualified custodian and describes reliance on institutional custody and execution services that support trading, reporting and back‑office functions. Noteworthy aspects include the brochure’s prominence of the firm’s website and CRD number (CRD #298327) and the firm’s practice of advertising third‑party ratings on its materials, a practice that is uncommon among similar supported firms. The brochure also highlights planning services that extend into business‑oriented work—such as cost segregation studies, corporate structure and real estate analysis—and the firm manages about $282,293,248 in discretionary assets across a three‑advisor team and 177 client relationships, indicating a relatively concentrated asset base per advisor.

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