Financial Advisors and Planning in NC and SC | Carroll Financial
financial advisors in nc and sc

Trust Matters

Carroll Financial is one of the Carolina region’s oldest and largest family-owned, independent financial planning and wealth management firms. Our financial advisors offer years of experience and provide customized financial planning to our clients.

“The best interest of the client is the only interest that matters.”

Larry W. Carroll, CFP® 1980

Meet Our Team

 

 

Featured Service

Reviewing Your Financial Plan

During COVID-19

If COVID-19 created a change in your income, employment, health, attitude about risk, family wealth or your vision of the future… now may be a great time to take a fresh look at your financial plan. Our advisors are here to help. Reach out to us to schedule a phone call or virtual meeting at a time that works for you.

 

Recent Videos

  1. 40th Anniversary Commemorative Video

  2. Ask an Advisor: What does it mean to be a fiduciary?

  3. Working With Your Advisor for Tax Efficient Charitable Giving

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.

Request a Virtual Appointment

Financial Advisor Spotlight

Kelly Graves

Kelly Graves

CFP®

My team prides ourselves on providing our clients with a personalized plan to help reach their goals, while offering the highest level of service in a welcoming environment.

- Kelly GravesCFP®

Kelly Graves and his team work with local families and small businesses to assist them in pursuing their financial goals, including college, retirement, and estate planning as well as wealth transfer. With a combined 90 years of experience in financial planning, Kelly’s team utilizes their various skills and strengths to handle all of their client’s investment and planning needs.

Read more about Kelly Graves and their team.

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