Charles Carroll Financial Partners offers fee-only financial advisory services – Wealth Management, Investment Management, and Retirement Planning - to Boston and the residents of Massachusetts from our office in Plymouth, MA and in the Washington D.C. metro area, northern Virginia, and Maryland from our office in Annandale, VA.
From Boston, our office is approximately 50 minutes by car (approximately 40 miles). Take route 3 south to exit 9. Take a left off the exit onto route 3A south. Follow route 3A to our office, across the street from the Cordage Commerce Center.
Alternatively, for your convenience we can schedule online financial meetings.
From Washington D.C, our office is approximately 30 minutes by car (a distance of approximately 14 miles).
Alternatively, for your convenience, we offer financial meetings online.
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.