Charles Carroll Financial Partners is committed to providing personalized Investment Management and Financial Planning based upon the client's needs, goals, and aspirations. Charles Carroll Financial Partners is an independent financial planning and investment advisory firm serving clients throughout the U.S. from our offices in Boston, Massachusetts, and Washington D.C.
As an independent fee-only financial advisor, our priority is helping clients to achieve their personal financial goals. We are committed to providing quality service tailored to the individual needs of our clients. Without an advisor, many people struggle to properly and efficiently address important issues such as investments, retirement planning, insurance, and more.
As an independent fee-only financial advisor, our priority is helping clients to achieve their personal financial goals. We are committed to providing quality service tailored to the individual needs of our clients. Without an advisor, many people struggle to properly and efficiently address important issues such as investments, retirement planning, insurance, and more.
Services
Financial advice must include Fiduciary Responsibility. Our philosophy provides the foundation for all of the work that we carry out, and means that we strive to provide the best service to our clients. Our priority is you. At Charles Carroll Financial Partners we believe that every client is unique.
Carroll W. "Bill" Hayes, MBA, CFP(R) Mr. Hayes started his financial career at Merrill Lynch in 1989. In 1992, Bill left Merrill Lynch for Fidelity Investments. During his career at Fidelity Investments he held roles in various divisions of Fidelity. Those roles included positions in the Trust, 401(k), Brokerage, and Money Management divisions.
Financial planning should be a collaborative effort. Successful financial plans are dependent on developing a relationship built on trust, transparency, and open communication. Prior to engaging Charles Carroll Financial Partners, a written agreement outlining the financial planning services requested will be established.
Charles Carroll Financial Partners offers fee-only financial advisory services - Wealth Management, Investment Management, and Retirement Planning - to Boston and the residents of Massachusetts from our office in Plymouth, MA and in the Washington D.C. metro area, northern Virginia, and Maryland from our office in Annandale, VA.
Charles Carroll Financial Partners is a registered investment advisor offering investment management to clients in Boston, Washington D.C and surrounding areas. Our investment advisors are dedicated to creating customized portfolios and investment plans to enable clients to reach their financial goals.
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