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.
We offer customized, non-proprietary solutions solely in our clients’ best interests.Read more
Unlike many advisors, we do not sell any products and never receive sales commissions.Read more
We have the experience and expertise to understand the big picture.Read more
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.