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
bring their experience in the financial and legal professions to the table with
every client of the firm.
Advisors at this Office