Financial Advisors | Charlotte, Raleigh & Rock Hill | Carroll Financial
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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

Kristopher Carroll

Kristopher Carroll


I think our clients find comfort in the fact that while they will only retire once, we’ve been through the process many times.

- Kristopher CarrollCFP® CFA®

I work closely with pre-retirees and retirees with a specific focus on retirement income planning. The focus of my team is to provide the very best financial guidance and service to our clients. Our team enjoys a special camaraderie and we work together with energy, enthusiasm, and genuine care for our clients.

Read more about Kristopher Carroll and their team.

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