Providing Financial Planning and Investment Management Advice Across the Carolinas
Carroll Financial is one of the Carolina region’s oldest and largest family-owned, independent financial planning and wealth management firms. Our financial advisors offer years of experience and provide customized financial planning to our clients. At Carroll Financial, Trust Matters.™
“The best interest of the client is the only interest that matters.”
– Larry W. Carroll, CFP® 1980
Featured Service
Reviewing Your Financial Plan
During COVID-19
If COVID-19 created a change in your income, employment, health, attitude about risk, family wealth or your vision of the future… now may be a great time to take a fresh look at your financial plan. Our advisors are here to help. Reach out to us to schedule a phone call or virtual meeting at a time that works for you.
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Recent Videos
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40th Anniversary Commemorative Video
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Ask an Advisor: What does it mean to be a fiduciary?
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2020 Year in Review Webinar - January 12, 2021
A cup of coffee & a second opinion
We would like to offer you an honest, complimentary second opinion about your financial plan with an advisor you can trust.
Financial Advisor Spotlight
David Baldwin
CPARead more about David Baldwin and their team.
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