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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.
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.
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
Jonathan Liles
CFP® CIMA®Our clients appreciate that we take the time to learn about all aspects of their lives, not just their financial goals.
- Jonathan Liles CFP® CIMA®Financial planning is more than a fancy report delivered at the outset of the relationship. It’s an ongoing, personal process with solutions tailored to your family and its needs. Our team of professionals will help you create that framework and support you through a lifetime of financial decisions.
Read more about Jonathan Liles and their team.
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