About the Carter Financial Group

Since 1999, Carter Financial Group has been a trusted guide for individuals, families, and professionals navigating life’s financial decisions. We're not just advisors—we're neighbors, collaborators, and partners in your progress. With roots in Barrington and clients across the region, we bring seasoned insight and personalized support to every relationship.

Whether you’re saving for college, preparing for retirement, or just trying to make sense of the next financial step, we’ll walk alongside you—always with care, clarity, and a plan built around what matters most to you.

Guided by Values, Grounded in Relationships

At Carter Financial Group, our approach is grounded in mutual respect, thoughtful planning, and a belief that your financial decisions should feel just as personal as they are important. We lead with honesty, act with integrity, and meet every client exactly where they are—because that’s how we’d want to be treated.

We don’t believe in pressure. We don’t believe in jargon. And we don’t believe in one-size-fits-all. Instead, we build real relationships, listen closely, and offer clear direction tailored to your life—not someone else’s.

Financial Advice That Puts Clarity First

As a hybrid advisory firm, we provide both fee-based and commissionable services where appropriate, always disclosing how we’re compensated and what that means for you. There are no hidden agendas here—just candid conversations, customized strategies, and a transparent approach designed to support your goals without distraction.

Our clients don’t work with salespeople. They work with advisors who are committed to making the complex feel manageable and to removing the uncertainty that too often clouds financial planning.

Built in Barrington, Focused on Community, Serving Beyond

Our home base is in Barrington, Illinois—but our reach extends across the region and beyond. We serve clients throughout the Midwest and across the country, many of whom came to us through referrals and stayed because of the relationships we’ve built.