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.
CREATING YOUR PLAN
Whatever your goals, Carter planners will design a plan to get you there.
MANAGING YOUR FINANCES
Your plan into action, following Carter’s disciplined, four-step implementation process
Time-Tested Expertise
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.
What’s New
There are currently no scheduled events. Please check back regularly for updates.
CFM Service Day Spotlight: Cornerstone Ranch
Giving back has always been important to the CFM team, so we take two days every year to perform community service with a special organization. For our Spring Service Day we traveled to Cornerstone Ranch in McKinney. This caring organization began when a young couple...
Carter Selects 2018 Scholarship Recipient
Carter Financial Management has named Maria De Los Angeles Toral Rodriguez, the recipient of a scholarship to attend UT-San Antonio.
Planning for Maximum Charitable Impact
Like retirement or college planning, maximizing one’s charitable impact is a matter of personal reflection and professional analysis.
What is a CFP® Professional?
You’ve seen the letters after advisors’ names, you probably know someone with the credential, but what’s it really mean?
CFM Awards 2017 Scholarship
Carter Financial Management has selected Ganga Bhandari to receive a $6,000 scholarship to attend The University of Texas at Arlington.
CFM Awards 2016 Scholarship
CFM has named Umesh Bhandari, a newly graduated senior at Conrad High School in Dallas to receive a $6,000 scholarship to attend UTD.
Carter Selects 2015 Scholarship Recipient
Carter Financial Management has named Rebecca Coy, the recipient of a scholarship to attend The University of Texas-Austin.
Values
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.
Careers
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!