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Carter Asset Management was established in 1997 as an independent, fee-only, Registered Investment Advisor located in Abilene, Texas. We specialize in comprehensive wealth management and personal financial planning for individuals, families, and small business owners.
Managing the monthly budget and properly financing homes, cars, and other assets are critical to successful long-term financial planning.
We believe long-term investing in the global economic marketplace in an appropriately diversified portfolio is the proven way to grow wealth successfully.
We do not sell insurance, but we help to make sure our clients and their families are adequately protected and represented by independent insurance agents.
You can know today how much you need to be saving each month to have the kind of retirement you desire and whether or not you are on track to achieve your goal.
Our team includes four CPAs who understand the complicated U.S. Tax Code and its implications to successful long-term investing and planning.
We work with experienced attorneys to ensure our clients accomplish their individual estate planning goals in the most tax-efficient methods possible.
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Our purpose is to assist our clients in stewarding their resources to accomplish their unique and individual financial goals. We measure our success by the success of our clients.
Individualized attention
Our ministry is serving our clients
Helping you accomplish your goals
Money is about more than dollars and cents
"We are about getting individuals retired and keeping them that way!"
David Carter, MS, CPA/PFS, CFP®, AIF™
"Investing is systematic, disciplined, and long-term work."
Cary Beard, CPA/PFS, CFP®, AIF™
"Independent advice is critical to personal financial efforts."
David Carter, MS, CPA/PFS, CFP®, AIF™
Carter Asset Management
242 Beech St., Abilene, TX 79601 / Get route
(325) 673-6171 / info@carterasset.com