Carter Financial Group, Inc.

About Carter Financial Group, Inc.

<p>Built around direct access to advisors, Carter Financial Group, Inc. works with families, professionals, and retirees on investment and retirement decisions. The firm is an SEC-registered investment advisor and was founded in 2002.</p> <p>Headquartered in Barrington, Illinois in the Chicago metro area, Carter Financial Group also has offices in La Jolla in the San Diego area, Atlanta, and Freeland on Washington’s Whidbey Island. The team works with clients in the Chicagoland suburbs and across the U.S. The firm reports $0.3B in AUM (2026).</p> <p>For employers and plan fiduciaries, the firm offers <a href="/retirement-plans">retirement plan provider</a> support with 3(21) fiduciary services. On the personal planning side, services include investment management, retirement planning, financial consulting, and planning for business owners, plus education, divorce, estate, and charitable giving planning. The firm also helps with life insurance, annuities, health insurance planning, employee benefits, retirement savings accounts, and U.S. government securities.</p> <p>One differentiator is its small-firm setup paired with a multi-office footprint, which can be helpful for clients who want continuity and in-person options. Kevin K. Carter is a CFP® professional.</p> <ul> <li>SEC-registered investment advisor; founded in 2002</li> <li>3(21) fiduciary services for retirement plans</li> <li>Investment management and retirement planning</li> <li>Insurance and annuities, including life and health insurance planning</li> <li>Offices in IL (HQ), CA, GA, and WA</li> </ul>

Website: https://www.carterfinancialgroup.com/

Founded: 2002