fullscreen typo

Carter Asset Management, inc.

Carter Asset Management, Inc. 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.

MEET OUR TEAM

Independent

Independent

We offer customized, non-proprietary solutions solely in our clients’ best interests.

Read more
Fee-Only

Fee-Only

Unlike many advisors, we do not sell any products and never receive sales commissions.

Read more
Wealth Management

Comprehensive

We have the experience and expertise to understand the big picture.

Read more

Comprehensive Financial Planning

Cash & Debt Management

more

Managing the monthly budget and properly financing homes, cars, and other assets are critical to successful long-term financial planning.

Investment Management

more

We believe long-term investing in the global economic marketplace in an appropriately diversified portfolio is the proven way to grow wealth successfully.

Insurance Planning

more

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.

Retirement Planning

more

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.

Tax Planning

more

Our team includes four CPAs who understand the complicated U.S. Tax Code and its implications to successful long-term investing and planning.

Estate Planning

more

We work with experienced attorneys to ensure our clients accomplish their individual estate planning goals in the most tax-efficient methods possible.

our values

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. 

Image1
 

client-focused


Individualized attention

Image2
 

service-minded


Our ministry is serving our clients

Image3
 

purpose-driven


Helping you accomplish your goals

Retirees
 

relationship-based


Money is about more than dollars and cents

Team Quotes

  • "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."

    Dillon Cobb, CPA, CFP®

Get in Touch

Carter Asset Management, Inc.
242 Beech St., Abilene, TX 79601 / Get route
(325) 673-6171 / info@carterasset.com


complimentary 'get acquainted' meeting