Carroll Financial Associates, Inc. is one of the Charlotte region’s oldest and largest financial planning and wealth management firms. The firm was established in 1980 by Larry Carroll with the simple approach: "The best interest of the client is the only interest that matters."
Our mission is to assist you in reaching your financial goals by providing creative, intelligent solutions and quality financial services. We believe that you should be treated fairly, ethically, and respectfully and receive competent, courteous service and advice at a fair price.
Every advisor should act in his or her client’s best interest. At Carroll Financial we uphold the Fiduciary Standards required of a Registered Investment Advisor (RIA) by the Securities and Exchange Commission (SEC). Our firm has acted as a fiduciary to our clients since it was founded in 1980 and all of our financial advisors are held to the fiduciary standard.