About

For more than 35 years, Carter Financial Management’s financial planners

have helped high-net worth clients and their families during the wealth accumulation and distribution phases of their lives.   We take pride in the strength of our client relationships, the breadth of our advice, and the quality of our solutions. CFM’s clients receive the personalized service of a small boutique with the expansive resources, customized solutions, and variety of services of a global firm.
CFM offers well qualified advisors who collectively offer more than 230 years of wisdom and experience.  With branch offices in Dallas and Chicago, CFM continues to meet the financial and professional needs of a diverse group of clients, including executives, business owners, physicians, attorneys, widows, accumulators and retirees. CFM offers unparalleled service, expertise, and client education.