When looking for any professional advisor, it is important to be able to match their characteristics, temperament, client profile and experience level to your own profile.
We areCHARLES CARROLL FINANCIAL PARTNERS
Charles Carroll Financial Partners is an independent financial planning and investment advisory firm serving clients throughout the U.S. from our offices in Boston, Massachusetts, and Washington D.C.
As independent fee-only financial advisors, our priority is helping clients to achieve their personal financial goals. We are committed to providing quality service tailored to the individual needs of our clients, and embrace our roles as fiduciaries — which requires us to act in the best interests of our clients.
Without an advisor, many people struggle to properly and efficiently address important issues such as investments, retirement planning, insurance, and more.
Working with a financial advisor helps you to make the most of the financial opportunities available and preserve your wealth for the future.
Our NAPFA and CFP® accredited professional financial advisors have the training and experience to help individuals and businesses reach their financial goals.
News News and other interesting developments
These are the obstacles we all face in trying to achieve our financial goals:
Remember your mid-twenties when retirement seemed like a lifetime away, and living paycheque to paycheque was your reality? ‘If only I knew then what I know now’ can be heard echoing throughout offices in banks around the country. So we’re here to heed that warning and help you understand the magic of compound interest in long-term savings, before it’s too late.
Most financial professionals want to get across the importance of saving early, as it is the key to...