Why Choose Us

Independent

Independence and lack of conflicts of interest are of paramount importance to us. Carter Asset Management is a fee-only personal financial planning and investment management firm that serves a broad national client base with several international clients as well. We do not sell securities or financial products of any kind, nor do we receive referral fees or other forms of third-party-compensation.

Client Centered

Comprehensive

We offer personal financial planning services that include cash management, estate planning, retirement preparation planning, investment advisory services, tax planning, and risk management. Helping clients achieve the maximum utilization of their financial resources is our primary focus. Investment management services are an outgrowth of financial planning efforts and are designed to meet specific client objectives. Our firm is co-located with the public accounting firm of Carter & Beard, P.C. that provides tax and accounting services to many of our clients. We encourage you to learn more about our professional efforts under the "Services" menu.

Experience

Carter Asset Management emerged out of accounting, financial planning, and investment advisory services that have been provided to clients since 1983. Long-term relationships are a hallmark of our efforts for clients. With years of combined experience in tax and financial planning under one roof, our professionals have the credentials, expertise, and experience you want and deserve from your family's financial advisor.

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