Founded in 1980 by Larry Carroll, Carroll Financial Associates, Inc. is one of the Charlotte, North Carolina area's largest independent financial planning and wealth management firms. The company operates as a fee-only fiduciary, meaning its advisors are legally obligated to act in their clients' best interests and are compensated solely by client fees, not commissions. They provide a range of services including retirement planning, investment management, and holistic financial planning for individuals, families, and retirees.

Founded in

United States