The Power of Perspective
Few wealth management firms can claim the wisdom and perspective that comes from weathering more than 40 years of booms, busts, bulls, and bears – and fewer still possess the vision and fiduciary commitment to flourish through it all.
Hear the Carter Financial Management story first-hand from Bill Carter and some of his original partners.
Your Financial Fingerprint
Like your fingerprint, no two of the thousands of financial plans crafted by the CFM team are alike. That’s because we understand no two individuals or families share precisely the same circumstances, personalities, needs, and goals. Once your personal financial plan is in place, your advisor manages your portfolio to help you reach those goals.
Only 20 percent of financial advisors nationwide have satisfied the rigorous requirements to become a Certified Financial Planner™. At Carter Financial Management, every advisor is a CFP® certificant.
Thank you to everyone who attended the 2018 conference, as well as our distinguished speakers. We hope you found it interesting and informative, and we can’t wait to see you next year!read more
Carter Financial Management has named Maria De Los Angeles Toral Rodriguez, the recipient of a scholarship to attend UT-San Antonio.read more
Like retirement or college planning, maximizing one’s charitable impact is a matter of personal reflection and professional analysis.read more
You’ve seen the letters after advisors’ names, you probably know someone with the credential, but what’s it really mean?read more
Carter Financial Management has selected Ganga Bhandari to receive a $6,000 scholarship to attend The University of Texas at Arlington.read more
CFM has named Umesh Bhandari, a newly graduated senior at Conrad High School in Dallas to receive a $6,000 scholarship to attend UTD.read more
Carter Financial Management has named Rebecca Coy, the recipient of a scholarship to attend The University of Texas-Austin.read more
Emmett J. Conrad High School’s 2014 valedictorian, Jorge Rodriguez Santana receives an $11,500 scholarship to attend Texas A&M.read more
Maintaining a high level of expertise, providing outstanding client service, a commitment to educating their clients, and giving back to the community are the closely-held values that have guided the Carter team since day one.
Working toward a Series 7 license and/or CFP designation and building a financial planning practice or considering transitioning your practice to a financial planning, fee-based orientation? Carter executives would love to meet you!