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

John Hall

John Hall


I believe that the key to strong relationships with my clients is trust; my clients’ best interest is always at the forefront of my recommendations.

- John Hall AIF®

John works closely with each of his clients to develop an individualized plan designed to help reach their financial goals, whether they are concerned with retirement, business planning, wealth management, or other issues. His clients include successful professionals, retirees, corporate plans, and individuals seeking sound financial guidance.

Read more about John Hall.

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