Our Philosophy | Charles Carroll Financial Partner

Our Philosophy

Financial advice must include Fiduciary Responsibility.  Our philosophy provides the foundation for all of the work that we carry out, and means that we strive to provide the best service to our clients. 

Our priority is you. At Charles Carroll Financial Partners we believe that every client is unique. We are committed to providing personalized financial planning on your path towards Financial Independence.

We will work with you to establish financial goals, and a then help craft a plan to achieve them.

Intelligent Investing

Our investment management model uses two primary financial factors in determining our investment buy list. We will filter a universe of thousands of equities to find those equities that have been able to consistently improve earnings per share, and cash flow per share, over many consecutive years. We then employ an intrinsic value model to further define those securities that meet our criteria for investment. 

Expert Advice

We have found that employing only one view of your financial well-being is not sufficient. Using state of the art software, from multiple sources, we assist you in meeting your goals and meeting your aspirations. No stone should be left unturned in providing the best solution to your future financial well-being.

Communication is Key

We’re committed to delivering a full financial plan to all of our investment management clients. The Financial Plan sets expectations of value and targeted time frames so that expectations are set and dialog can be held surrounding actual results versus goals.

Our Client Web Portal allows for quick access to your account information so that you can always keep track of your finances.

“Price is what you pay. Value is what you get”

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.


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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