“We are all the same in this notion: The potential for greatness lives within each of us.”

- Wilma Rudolph

We formed Carter Financial Group, Inc. in 1999 to be a lifetime ally to individuals and families along their financial journeys. We value each person we support and strive to help you find financial clarity, stability, and confidence. 

Our Commitment

At Carter Financial Group, you’ll find that every team member is a thoughtful individual who genuinely cares about making a difference in this world. As your financial partner, we’re here to help you make sound decisions that remove gaps, strengthen finances, and foster prosperity.

In every step, we’ll help answer questions and offer perspectives. And whenever the markets or your life feel out of control, we’ll offer clarity and focus. Our goal is for you to spend less time worrying about life and more time enjoying the greatness within it!

Our Principles

As fiduciaries, we put your needs first from the very start. And we believe that education and understanding are essential ingredients in your advisory experience. We also foster positive relationships and encourage each person — from our staff to our clients — to pursue their passions and embrace a life well lived.