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.
Join Christy Metcalf of 2 Smart Girls on March 9, 2021 from 5:30 to 6:30 p.m. for a special event to empower the working women in your life. Invite your friends, coworkers, and daughters to join us as we explore How Women Can Seize Their Power in the Workplace. We...
Join the Carter Team and a distinguished group of economic and financial experts for this exclusive virtual event featuring in-depth updates on the domestic economy, global political and economic forces, the energy sector, and more. If you haven't already registered...
By:Brian S. Wesbury - Chief EconomistRobert Stein, CFA – Deputy Chief EconomistFirst Trust Monday, fear over the Coronavirus finally gripped investors, as both the Dow Jones Industrial Average and the S&P 500 index fell over 3% - the largest daily declines...
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...
We are proud to present the schedule and speaker lineup for the 40th annual Carter Investor Conference. As always, attendees will walk away with lots of great information from our speakers and a fresh perspective on the economic environment. If you haven't...
Thank you to all who attended the 2018 conference.
Like retirement or college planning, maximizing one’s charitable impact is a matter of personal reflection and professional analysis.
You’ve seen the letters after advisors’ names, you probably know someone with the credential, but what’s it really mean?
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!