Founded by Bill Carter in 1996, Carter Financial Management is an independent financial planning and wealth management firm. The firm operates with a client-first philosophy, focusing on creating personalized, long-term financial strategies. Their services encompass investment management, retirement planning, estate planning, risk management, and education funding. The firm's advisors are affiliated with Raymond James Financial Services, Inc., which provides back-office support, investment research, and regulatory oversight while allowing Carter Financial Management to maintain its independence in client advisement.

Founded in

United States