Carter Financial strives for a reputation for excellence. We believe that clients like working with us because our staff is knowledgeable, professional and responsive. Carter’s experience, combined with the vast resources of LPL Financial, may give clients an advantage in many aspects of wealth management.
For individuals, Carter Financial offers access to long-term wealth planning, based on each person’s needs and lifetime goals. Carter strives to generate the most effective investment strategies and aims to help investors stay on track.
Working with companies, our firm helps establish and consult on 401(k) and 403(b) plans, manages deferred compensation packages, and assists executives with creating and implementing key-person life insurance as well as buy-sell agreements.