Plan for Tomorrow. Live for Today.

Planning for the future shouldn’t rob you of the present – and with the right team behind you, it doesn’t have to.
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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.


Whatever your goals, Carter planners will design a plan to get you there.


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

CFM Service Day Spotlight: Cornerstone Ranch

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...

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CFM Awards 2017 Scholarship

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.

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CFM Awards 2016 Scholarship

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.

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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!