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Investment Management

Carr Wealth Management, LLC, is an independent, fee-only planning firm and a Registered Investment Advisory Firm. We manage individual and joint investment portfolios and prepare basic to comprehensive financial plans. We believe that the investment management role is a critical one, but nevertheless, it is just a part of a larger overall plan. We feel that a thorough plan should serve as the guide for an investor's investment strategy. The plan will identify where a client wants to go, where they stand currently, and what is it going to take to get them to their destination in the most efficient way. 

We have managed investment portfolios for the past nineteen years with the major emphasis on providing our client's access to a more efficient way to invest by providing low-cost, tax-efficient, and well-diversified passively managed mutual funds. Please explore our site and feel free to contact us to set up a fee consultation with Anthony Carr, CPA, CFP®, MBA, to discuss your goals and objectives.


Our Investment Philosophy

No special education, knowledge, or training is required to have a successful investing experience.

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Investment Options

Letting the markets work for you is much easier when you have efficient vehicles to help you reach your goals.

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Rollovers And Transfers

Carr Wealth Management can help you every step of the way with Rollovers and Transfers and help you consolidate your investments.

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Education

Check out articles, videos, calculators, and slide shows on various investment topics.

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