History

Founded in 1976 by Bill Carter, Dallas-based Carter Financial Management is recognized as one of the premier independent financial planning firms in the nation. Today we have offices in Dallas, Houston, and Chicago, and we serve thousands of clients and their advisors nationwide. Over the past three decades, our firm has produced thousands of comprehensive, personalized financial plans. We provide our clients with a level of competency and professionalism that incorporates wisdom based on experience, and requires the utmost commitment to honesty and integrity. Our years of focused experience providing financial planning for a wide range of clients, including those with complex financial structures, have produced a vast knowledge of planning solutions and the wisdom for how to use them to help affluent individuals build, preserve and transfer wealth.

Our staff has 14 individuals who have met the CFP Board’s rigorous certification standards and are authorized to use the CFP® marks. We are active members of the Financial Planning Association (FPA), and we require every member of our team to adhere to a strict code of conduct, demonstrate professional leadership, and obtain professional continuing education that exceeds the standards of our profession. This standard may be why seven of our planners have been nominated by fellow CFPs as “The Best Financial Planners in Dallas” by D Magazine, and five have been nominated every time since the award’s inception in 2004. Our team is also frequently quoted in such publications as The New York TimesMoney magazine,USA TodayThe Wall Street Journal, and The Dallas Morning News.

Dedicated to the highest level of client service, we provide the personalized service of a small boutique with the expansive resources, customized solutions, and variety of services of a global firm. We pride ourselves on our attention to detail, our ability to consider all aspects of every financial situation, and the quality of advice provided by our highly experienced team of professionals. We believe education is the key to helping our clients make well-informed decisions, and we consistently design and deliver educational information, seminars, and conferences for our clients and strategic partners. See Client Events to learn more about our educational programs and events.