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.

Learn More

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 an Appointment

Financial Advisor Spotlight

Philip Bailey

Philip Bailey

CFP®

I function as my clients' "Financial Quarterback" to help ensure that all of the critical areas of their financial picture are properly coordinated.

- Philip Bailey CFP®

Phil’s responsibilities consist of assisting his clients in clarifying their financial goals and objectives, recommending appropriate strategies, and managing investments to help them attain their desired financial objectives.

Read more about Philip Bailey and their team.

Read Bio

Sign up for our E-Newsletter

Market related news, financial planning information and upcoming educational opportunities all in your inbox.