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.
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
CPASuccessful 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 CPADavid 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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