About Us

If you are ready to design and build your solid financial house, we are prepared to roll up our sleeves and assist you.

We have a passion for helping clients and empowering them to make more informed decisions that lead to peace in their retirement years. Our team of professionals has 50 years of combined experience in retirement planning, college funding, career development coaching, business consulting, and corporate funding. The team consist of Fiduciaries, Retirement Planners, Tax Strategist, Healthcare Experts, Estate Planners, and Business Consultants.

At Carter Financial, it is our calling to help families and individuals protect and grow their money to enjoy the future that they want and deserve.

Our chief architect/founder, Gregory L. Carter, serves as Managing Partner for the firm. Greg holds a Bachelor of Science degree in Management from Hampton University and a Master of Science degree in Administration from Central Michigan University. He is an Accredited Small Business Consultant® and a Certified Financial Fiduciary®. Greg is a past president of the Atlanta Chapter of the American Financial Education Alliance (AFEA) and is a member of the Association of Accredited Small Business Consultants®, the National Association of Certified Financial Fiduciaries® and the National Association of Insurance and Financial Advisors.

Watch the 2-minute video and learn more about why Greg started Carter Financial.

Our Process

Designed to help our clients achieve simplicity and confidence during their retirement years. It’s focused around 5 key areas of your current financial life: 1. Income, 2. Investment, 3. Taxes, 4. Healthcare and 5. Legacy.

Our History

We have a passion for helping clients and empowering them to make more informed decisions that lead to peace in their retirement years. Our team of professionals has 50 years of combined experience.

Why Carter Financial?