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
41st Annual Carter Investment Conference
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...
Time to Fear the Coronavirus?
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...
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...
40th Annual Carter Investment Conference
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...
39th Annual Carter Investor Conference
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?
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!