Trust Matters

Carroll Financial is one of the Charlotte region’s oldest and largest independent comprehensive financial planning and wealth management firms. Our 23 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.

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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.

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Financial Advisor Spotlight

Marty Moore

Marty Moore

CFP®

My team and I are devoted to helping clients make good, sound financial decisions for today and to plan for a successful financial future.

- Marty Moore CFP®

Financial planning can be complex and, at times, a bit overwhelming.  We help simplify the process by focusing on your highest priorities and the most important issues at hand so that decisions can be made with confidence and clarity.  We’re objective in our advice and we do our best to educate you on the advantages – and potential disadvantages – of the options and alternatives available to you.  Our goal is to help you achieve your goals.

Read more about Marty Moore and their team.

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