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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 


Common Stock

Educational IRA

Traditional IRA

Roth 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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