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