Our Company Fee-Only Services
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
Bonds
Common Stock
Educational IRA
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Brokerage Accounts
Treasury Bills
Government Securities
Treasury Notes
Inflation Protected Securities
Financial Planning
Retirement Planning
Social Security Planning
Tax Planning
401(k) Planning
403(b) Planning
College Plans
Estate Plans