Carter Marsden Asset Management: A Comprehensive Financial Planning and Investment Management Firm
Carter Marsden Asset Management, a fee-only personal financial planning and investment management firm founded in 1997, is a registered investment adviser with the SEC. The company serves a broad national client base, as well as several international clients, and has its origins in accounting, financial planning, and investment advisory services provided to clients since 1983. Located at 242 Beech, Abilene, Texas 79601, US, Carter Marsden Asset Management is a trusted name in the financial services industry.
One of the key features of the company is its fee-only approach, which means that it does not sell securities or financial products of any kind, nor does it receive referral fees or other forms of third party compensation. This ensures that the advice provided by the firm is unbiased and solely focused on the client's best interests.
Carter Marsden Asset Management offers a wide range of personal financial planning services, including estate planning, retirement preparation planning, investment advisory services, tax planning, risk management planning, and cash management. The primary focus of the firm is to help clients achieve maximum utilization of their financial resources through personalized, comprehensive planning and advice.
Investment management services offered by the firm are an outgrowth of the financial planning efforts and are designed to meet specific client objectives. By aligning investment strategies with individual financial goals, Carter Marsden Asset Management helps clients build and manage portfolios tailored to their unique needs and risk tolerance.
The firm is co-located with the public accounting firm of Carter & Beard, P.C., which provides tax and accounting services to many of Carter Marsden Asset Management's clients. This collaboration allows the company to offer a seamless experience to clients who require both financial planning and tax or accounting services.
For more information on the range of services offered by Carter Marsden Asset Management and how they can help you achieve your financial goals, visit their website at http://www.carterasset.com. With a proven track record of success in the financial services industry and a commitment to providing unbiased, personalized advice, Carter Marsden Asset Management is a trusted partner for individuals seeking to maximize their financial resources and secure their financial future.