Welcome to Carter Financial

Expert, personalized financial advice based on your unique situation and goals.

Carter Financial provides wealth management advice and guidance to help you through the investing process, planning, and importantly provide ongoing support to help you move forward with confidence.

Deana Carter, a LPL registered financial advisor, is a trusted professional offering a full complement of investment services including: financial and estate planning, asset management, insurance, and retirement income planning.

As a financial professional I put our client’s interests first, and provide strategies focused on your specific financial objectives. Clients range from individual investors to small and mid-sized businesses preparing for the future. 

Weathering the Market Volatility

Weathering the Market Volatility

The market is moving, and after a relatively stable decade, these fluctuations may be causing you to worry about the future of your assets. We are here to answer your questions in this uncertain environment. We are dedicated to arming you with the investment information you need through rigorous due diligence and market insights.

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Personalized & Objective Advice

Listening, understanding and evaluating where you stand today in your finances is the
first step in taking action and developing a sound investment plan. I will help put you on the right path to meet your financial goals.

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Our Services and Resources

Whether you’re just getting started, looking to build wealth, or preserve your assets Carter Financial has the latest technology, tools and resources focused on helping you address your most pressing financial questions and decisions.

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About Carter Financial

With over 25 years of financial services experience, I invite any and all questions and look forward to working with you.

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