Our priority is you.

Charles Carroll Financial Partners is committed to providing personalized Investment Management and Financial Planning based upon the client’s needs, goals, and aspirations.

Fee-Only Financial Advisor serving Northern Virginia and Boston, Massachusetts


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We are

Charles 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 an independent fee-only financial advisor, 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. Charles Carroll embraces our fiduciary role — 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. 

“If we command our wealth, we shall be rich and free.
If our wealth commands us, we are poor indeed.”

Our Commitment to You

  • We will always put your interests first – ahead of our firm, and our employees.
  • When we purchase investments for you, we will seek cost effective securities that meet your goals and aspirations.
  • We will provide full and fair disclosure of all facts, including our compensation, and will inform you of any instance where we are receiving compensation from any interaction we transact on your behalf.
  • We will strive to provide clear and concise reporting to you, so that you can assess our efforts while we manage your assets.
  • We will provide you a comprehensive financial plan, as part of our fee. The Financial Plan will become the basis for your asset allocation, your financial asset goals, as well as your time frame goals.
  • We will coordinate the preparation of your Federal and State tax return (if applicable) with our outside third party tax service provider and routinely reimburse you for the cost of return preparation if you provide us access to the details of your filing.
  • While neither Charles Carroll Financial Partners, nor any other firm, can promise superior investment returns, we will provide impartial advice, skill, care, diligence, and good judgment in an effort to achieve your financial goals and aspirations.

THERE'S NO TIME LIKE THE PRESENT

Let's Schedule a Discovery Call

We offer a complimentary "Get Acquainted" meeting to learn about your goals and see if our services are right for you. Come in for a cup of coffee and a second opinion – both are free. 

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Contact

  • Phone:

    855-585-3600

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© 2019 CHARLES CARROLL FINANCIAL PARTNERS. All rights reserved.

The information presented on this website is for information on matters of interest only. Given changing laws, rules and regulations, there may be delays, omissions or inaccuracies in information contained on this website. The information in this website is provided with the understanding that the authors and publishers are not herein engaged in rendering legal, accounting, tax, or other professional advice and services. Before making any financial decision, you should consult one of the Charles Carroll advisors. Every effort has been taken to see that the information contained on this website is accurate. Charles Carroll in not responsible for any errors or omissions, or for the results obtained from the use of this information. Charles Carroll and its employees are not liable to you or anyone else for a decision made or action taken based on the information on this website