Trust Matters ™
Carroll Financial is one of the Carolina region’s oldest and largest independent financial planning and wealth management firms. Our financial advisors offer many years of experience and provide customized financial planning to our clients.
We’re here to help.
Reviewing Your Financial Plan
Sign up for our E-Newsletter
Market related news, financial planning information and upcoming educational opportunities all in your inbox.
Financial Advisor Spotlight
Successful financial planning is more than just deciding between income and growth funds. It is about listening, building trust, and really understanding who the client is and where they want to get to.- David Peters CPA
David has over ten years of experience in tax preparation, finance, and insurance. He believes that being a financial advisor is a calling to improve all facets of the financial lives of others. He regularly teaches financial planning, insurance, and ethics courses, and has written for several professional journals.
Read more about David Peters.Read Bio