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Our Independent Fee-Only Services

Carr Wealth Management, LLC, is an independent, fiduciary, fee-only registered investment advisory firm with no obligations or incentive-based agreements with any company selling proprietary products. Anthony B. Carr, CFP®, CPA has dedicated his career to helping people pursue their financial goals by providing goal-oriented strategies with low-cost investment and planning services.

Investment Management 


Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Inflation Protected Securities


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Financial Planning

Retirement Planning

Social Security Planning

Tax Planning

401(k) Planning

403(b) Planning

College Plans

Estate Plans

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