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

John Patterson

John Patterson

CFP®

My primary goal is to help you and your family identify your most important objectives and carry out a plan to meet them.

- John Patterson CFP®

John specializes in retirement planning and asset management for the corporate employee and business owner and has conducted numerous financial planning workshops. John’s team’s focus is retirement and investment planning; however, there are many parts of your life that interconnect and impact one another…your family, friends, career, health, faith. Those interactions help reveal what is important to you and is where we begin our planning process.

Read more about John Patterson and their team.

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