Trust Matters

Carroll Financial is one of the Charlotte region’s oldest and largest independent comprehensive financial planning and wealth management firms. Our 23 financial advisors offer many years of experience and provide customized financial planning to our clients.

Meet Our Team

Featured Service

Retirement Planning

Selecting the right time to retire is an important decision. Our financial advisors are here to help you reach your financial goals before and during your retirement. We know that life happens and things don’t always happen exactly as you planned. At Carroll Financial, we’ll work closely with you to help you make informed decisions along the way while keeping you on track to meet your long-term goals. We’ll develop and implement a suitable investment and distribution plan so you can enjoy the long and meaningful retirement you’ve worked so hard for.

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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.

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Financial Advisor Spotlight

David Peters

David Peters

CPA

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.

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