Carroll Financial Associates

Carroll Financial's philosophy is, and always has been: "The best interest of the client is the only interest that matters. Established in 1980, Carroll Financial is one of the Carolina region's oldest and largest independent, family-owned financial planning and wealth management firms. The firm now manages over $4 billion in client assets and their 36 financial advisors, which includes 30 Certified Financial Planners™, offer many years of experience and customized financial planning to clients. Carroll Financial's unique investment approach is focused on five core sectors: simplicity, risk, income, diversification, and price. Their clients have the potential to benefit from this adaptive investment strategy which is backed by a solid academic foundation.