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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.

We’re here to help.

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Featured Service

Reviewing Your Financial Plan

During COVID-19

If COVID-19 has 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. Whether you’d just like a second opinion on your current plan, or if you’re starting from scratch, 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.

 

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Financial Advisor Spotlight

David Peters

David Peters

CPA

Successful financial planning is more than just deciding between income and growth funds. It is about listening, building trust, and really understanding who the client is and where they want to get to.

- David Peters CPA

David has over ten years of experience in tax preparation, finance, and insurance. He believes that being a financial advisor is a calling to improve all facets of the financial lives of others. He regularly teaches financial planning, insurance, and ethics courses, and has written for several professional journals.

Read more about David Peters.

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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.

Request a Virtual Appointment