Nice Guys Finish First

“Can an extremely nice guy be a very successful and hard-nosed businessperson? By just about any measure. Bill Carter has managed to pull it off.”

– Tracey Longo, Financial Advisor Magazine¹

Most who know him would agree with that statement, and some may note that the attributes that make Bill Carter both immensely likable and successful are reflected in the firm’s culture. Recognizing and celebrating the talent and uniqueness of others, upholding the highest professional and ethical standards, and taking time to give back to the community are the personal values of Bill Carter: a farm boy from Decatur, Texas.

Serving the Community

Community service is a longstanding tradition and commitment at Carter Financial Management. Serving the community has been an integral part of working at CFM from the beginning, as the firm has held almost eighty charity day events since 1980, during which they have supported a wide variety of charitable organizations.

CFM’s Core Values

Expertise

As part of Carter’s commitment to professional excellence, all advisors must constantly expand their expertise by completing more continuing education credits than required by state and industry regulators.

Outstanding Client Service

Attention to detail, the capability to consider all aspects of a client’s situation, and the advice of highly experienced professionals allow our clients to experience the personalized services of a small boutique – while benefiting from the resources, customized solutions and variety of services that a global firm can provide. We strive to turn every client into a true believer in financial planning and a life-long raving fan of our firm.

Client Education

Well-informed clients make well-informed decisions. This is a longstanding principle and is why we consistently design and deliver educational information, seminars, and conferences for our clients.

Giving Back

Community service is a longstanding tradition and commitment at Carter Financial Management. The firm has held almost eighty charity day events since 1980, during which they have supported of a wide variety of charitable organizations. In addition to our charity days, the firm is proud to award an annual college scholarship to a local high school senior, and train interns each year to inspire the newest and brightest minds in financial planning.