Personalized Fee-Only Investment Advice

Since 2002 Carter Jacobs has consistently led clients down the path to financial success by putting your interests ahead of our own.

Why Clients Choose Us.

Fee-Only Fiduciary

As a Fee-Only firm we eliminate all conflicts of interest. Unlike a majority of financial advisors our only compensation comes from the fee we charge you directly, not from the investments we recommend.

Investment Philosophy

We manage your custom portfolio using an array of diversified low-cost investments designed to grow and protect your assets in an ever changing world.

Financial Planning

Leveraging years of experience we create and implement a plan that gives you the highest probability of meeting your goals. This is an essential piece of the wealth management process.

Our Story

Carter Jacobs. Different. Better.

We founded Carter Jacobs to fill a hole we saw in the marketplace that was not being met by traditional brokerage firms or the large investment manager we were working for. So in 2002 we took a chance and built our business from the ground up. Our vision: deliver sophisticated investment and planning strategies typically available to only the uber wealthy to everyday people in a cost effective, client centric manner. To be clear we were putting client interests ahead of our own, we dropped our sales licenses and became “Fee-Only” registered investment advisors. Years later our vision continues to be realized as we provide highly personalized, unbiased advice to an ever growing number of families, business owners and 401(k) plans.

Co-Founders

Christopher M. Carter
Co-Founder

Chris has spent his career in the wealth management industry, helping families and businesses achieve their personal and financial goals.

Read More »

David W. Jacobs
Co-Founder

David has spent his entire career in the wealth management industry helping families and businesses achieve their personal and financial goals.

Read More »

Getting Started Is Simple

info@carterjacobs.com


818-728-4500