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
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