3355 Lenox Road Northeast Suite 1000 Atlanta, GA 30326

404-713-5022
info@carterfinancial.us
Schedule a Meeting

The future depends on what you do today...

Learn More

Financial Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

18 Years’ Worth of Days

18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Learn More

Mutual Funds vs. ETFs

Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Learn More

Safeguard Your Digital Estate

Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Learn More

When Does Your Personal Car Become a Commercial Vehicle?

When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Learn More

The Facts About Income Tax

The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Learn More

The History of Currency

The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Learn More

Explore Resources by Topic

We offer a full range of investment and financial services and have access to a wide array of solutions.

Lifestyle

Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.

Learn more

Retirement

Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited about for what’s to come.

Learn more

Investment

Smart investing doesn’t have to be complicated. Understanding strategies may help you avoid common pitfalls.

Learn more

Estate

A sound estate program can help protect your family from the financial consequences of life's unexpected events.

Learn more

Tax

Managing your money involves more than simply making and following a budget.

Learn more

Cash Flow

We’ll analyze your cash flow situation to calculate if you’re on track for retirement and help ensure your peace of mind.

Learn more
What are our clients saying?

What are our clients saying?

Our business is built on a foundation of thoughtful client relationships.

Have a Question?

Reach out to us, and we can prepare a strategy for you.

Contact Us