Carolina Capital Consulting is an independent, fee-only, comprehensive financial planning firm.  Our managing principal is a NAPFA-Registered Financial Advisor, Certified Financial Planner^®, and Chartered Financial Consultant.  We offer highly-personalized services for each client realizing that each client brings a unique set of circumstances and experiences to the table.  We achieve planning success by providing creative solutions based on each client’s needs.

We follow a holistic approach to financial planning, believing that we can best serve our clients by helping to ensure that each area of their finances is working towards a clearly-defined set of goals.

Carolina Capital Consulting is most effective for clients who prefer:

• A small, independent firm that maintains a personal relationship with each client
• A fee-only policy that ensures the objectivity of advice is never in question: We do not accept commissions or other compensation from the sale of products or services or any other non-client source.
• An investment strategy based on balanced, diversified portfolios
• Asset management that focuses on building wealth in order to reach your goals, not performance relative to an irrelevant benchmark, like the S&P 500.