Charles Carroll Financial Partners, LLC

Charles Carroll Financial Partners is an independent fee-only wealth management and financial planning firm. Our role is to assist and enhance the journey toward the financial goals and aspirations of our clients. With decades of wealth management experience, Charles Carroll develops a comprehensive financial map that assists our clients through their financial lives. We believe that it should be the role of the financial manager to uncover and utilize all appropriate financial securities in the search for return, low cost, and diversification of your portfolio. Because of this we are not tied to a specific family of mutual funds, specific asset class, or broker/dealer. Our strategy is to provide a cost effective investment management and financial planning service to our clients, utilizing our proprietary investment methodology, coupled with our insight of financial investment products, financial planning, and estate planning. The Principals of our firm, Mark Charles Hayes and Carroll W. Hayes, bring their experience in the financial and legal professions to the table with every client of the firm.
Submit

Advisors at this Office

Submit

This Office

4115 Annandale Rd Ste 205 Annandale, VA 22003-2500 Phone: (703) 750-3600 Fax: (781) 517-1717

Primary Office

4115 Annandale Rd Ste 205 Annandale, VA 22003-2500 Phone: (703) 750-3600 Fax: (781) 517-1717

Other Offices

374 Court St Plymouth, MA 02360-7307 Phone: (781) 444-7700 Fax: (781) 517-1717