Brian Carr, CPWA , CFP , AIF Financial Advisor

Cindy Mann _{on Google}

Mar 6th, 2023

We've been working with Brian for about 10 years and highly recommend him and his team. He works with the highest integrity, truly works to achieve our goals and is a champ when we throw him a curveball... and we've thrown him a few! It is a real partnership and as a result we've retired early, in a solid position and living our dream!

Kimberly Byrd Gillies _{on Google}

Jan 4th, 2023

Brian has a great sense of business; I trust him completely to handle my financial affairs. Not to mention, he shows genuine concern for his clients. He came to me highly recommended, and I have no regrets.

Daniel Olmes _{on Google}

Nov 17th, 2022

I've always appreciated Brian's advice and counsel. He's been a trusted partner, a good listener, and always worked to understand my needs and my future plans. He's also a true professional and someone who deeply cares about his clients. He's both extremely knowledgeable and likable, two things I consider critical to any working relationship. Brian is also a person of character and a good man, one of a kind.
I would recommend Brian for any venture or relationship.

Henry Trevathan _{on Google}

Jun 4th, 2022

I was with another advisor who had me on a plan that I was not comfortable with. I met with Brian and he showed me where my current plan did not meet my needs based on my age and risk tolerance. He recommended a different approach which suited me better. I have met with him 3 times in person during my first 3 months. He has helped me find help with some insurance questions and tax questions as well. Brian has been accessible, knowledgeable, generous, and friendly to me and my situation. I would highly recommend him to anyone.

Teresa Saffian _{on Google}

Aug 9th, 2022

My husband and I have been working with Brian for about 3 years now. When we searched for a fiduciary, we were very skeptical in general of a fudiciary and we were not shy in expressing that to Brian. A fidiciary must act in the best interest of their client, which Brian showed us from day 1 as he took the time to get to know us and our concerns, our family, dreams and ambitions. He has since then checked with us to see how those may have changed. He checks to see if any goals have changed for us. During the past 3 years, we have had ups and downs in the economy in this country. Brian has kept in touch with us and his clients in general via newsletters and his blog to let us know that he is informed regarding what is going on and is staying in front of it from an investment perspective for his clients'. His outlook is realistic. He doesn't sugar coat it, but he will let you know the options that can be taken to help safeguard your investments. We started with Brian on a "we'll give you a year on a trial basis" to now he is our trusted professional fudiciary, confidant and friend. I would not change and hope that I never have to do so.