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.

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

Josh Bailey

Josh Bailey


“My job is to help folks quantify their goals and partner with them to create a plan that not only accomplishes those goals, but takes into account who they are as people as well.”

- Josh Bailey CFP®

Josh has spent his career helping people invest with purpose and protect against the “what ifs” in life. He strongly believes in transparency and customization for each unique client relationship. Additionally, Josh strives to educate his clients and simplify the often complex financial concepts that need to be understood in order to make confident decisions that lead to long-term success.

Read more about Josh Bailey and their team.

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