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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

Mutual Funds

Exchange Traded Funds (EFT's)

Government Securities

Corporate Bonds

Municipal Bonds

Traditional IRA

Roth IRA

SEP IRA

401(K) & 403 (B) Rollovers

Brokerage Accounts

Trust Accounts

Treasury Bills

Inflation Protected Securities

Low Cost, Diversified, And Tax Efficient Investment Solutions

 

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Financial Planning

Retirement Planning

Distribution Planning (IRA's RMD's, Social Sec)

Maximize Social Security Strategies

Identify And Quantify Goals

Create And Update Solid Financial Plan

Roth IRA Analysis

Selling A Business? A Home?

Inheritance?

IRA Beneficiary Rules

Tax Planning

Stock Options

College Plans

Estate Planning 

Asset Preservation Strategies

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