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Our 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. The founder, Anthony B. Carr, CPA, CFP®, MBA, has dedicated his career to helping people pursue their financial goals by providing a value-added service with low costs: a high-level of knowledge; a commitment to building trust; and access to an efficient way of investing.

Investment Management 

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

 

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Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

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