FEE-ONLY FINANCIAL PLANNER - INDEX FUND-FOCUSED INVESTMENT MANAGEMENT




 


 

 

 

 

 

 



Welcome to



A fee-only financial planner building wealth through a combination of index funds, low-cost investments, trusted relationships, and comprehensive financial planning.

Our Services Include:

  RETIREMENT PLANNING
  INVESTMENT MANAGEMENT
  ESTATE PLANNING
  EDUCATION PLANNING
  TAX PLANNING*
  INSURANCE PLANNING

Our Investment Philosophy:

Today, hundreds of index funds exist. Investors can choose from index funds that focus on sectors and individual countries to capitalization size, styles and asset classes. At CARTER CAPITAL MANAGEMENT, we tailor and manage the multitude of index funds, mutual funds and individual fixed income options available to our clients and do so within the confines of each client's financial goals.

A firm where...
Maximizing returns begins with minimizing costs


Information on client minimums


Contact us for more information


 

David H. Carter MBA, CFP® President

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.

 

  * CARTER CAPITAL MANAGEMENT are not tax advisors. Always consult your tax advisor for specific tax advice.