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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 investment portfolios for various types of clients who are at various stages of their lives, but we believe those who are in,or close to retirement are facing more challenging issues. We also 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 be specifically tailored to your situation and designed to identify where a client wants to go, where they stand currently, and how are they going to get 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 funds. Our investment approach is based on a belief in the markets. Please explore our site and feel free to contact us to set up a fee consultation with Anthony B. 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 investment experience.

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Rollovers & Transfers

We can help simplify your investment experience by consolidating your investments and helping you every step of the way with rollovers and transfers from employer or other brokerage accounts. 

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Investment Options

Providing efficient, low-cost access to investments that are transparent, liquid, and well-diversified.

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Our RIA firm complies with the same compliance and insurance protection as much larger firms do. We stress client security as a primary mission.

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Please check-out our articles, videos, calculators, and slide shows on various investment topics.

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