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

Brett Boner

Brett Boner

CDFA®

My mission is to provide you with a long-term approach of growing, preserving and managing your wealth.

- Brett Boner CDFA®

We pride ourselves on doing that here at Carroll Financial through the breadth of resources and knowledge we have inside our firm. We work in a fully transparent and independent environment with no ties to a bank or insurance company.

Read more about Brett Boner and their team.

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