The firm’s owner, Anthony B. Carr, CPA, CFP®, MBA, has over 39 years of experience safeguarding assets for companies as a controller or CFO in the private sector and has operated his own investment management company for the past 25 years. Anthony takes tremendous pride in the type of personal attention and understanding of your situation that most firms do. Our firm provides the following advantages for our clients:

Experience and Knowledge

We combine tax, planning, and investment knowledge with a more efficient and streamlined source of advice, guidance, and expertise to support our clients in achieving their financial goals and objectives.

  Independence

 The first step in adding value is choosing an independent planner over someone who works for a company that sells proprietary products. There are other variables to consider, but I believe a client’s best interests are better served by someone who has no monetary incentives to sell products. We are not in competition to win trips, cruises, or stays in luxurious resorts. We understand where the money comes from to pay for all that.
 

Fee-Only

 We are a Registered Investment Advisory firm and charge our clients on a fee-only basis. Fees for financial services, excluding investment management, are charged at an hourly rate. The agreement is between you and Carr Wealth Management, LLC only (no outside parties).
 

 Fiduciary Duty

 Being a fiduciary requires always acting in the client's best interest. This should seem plain and obvious, but surprisingly, many individuals in the planning industry are not legally bound to a “best interest standard.” Instead, they are held to a less stringent “suitability” standard.

 Other requirements of the rule include disclosing any conflict-of-interest issues, such as revenue-sharing agreements that companies often enter into with other companies, and providing full disclosure of all fees, whether paid directly or indirectly.