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CarrThaxton Financial Group, LLC

EST. AUM
$139,751,962

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Boston
CRD Number 174135
Website carrthaxton.com
Client types

Overview

CarrThaxton Financial Group, LLC, is a financial services firm dedicated to boutique planning and asset management with a mission to enhance the quality of family life for its clients. The firm operates with a family-first philosophy, partnering with individuals to pursue both financial freedom and the richness found in family life. Services offered include comprehensive Financial Planning, specialized Asset Management, and dedicated service for High Net Worth Clients and Women and Wealth. The firm emphasizes a disciplined approach to efficiently and effectively manage assets, reinforcing financial confidence for its clients. Securities and advisory services are offered through LPL Financial, a registered investment advisor, which acts as the firm's broker-dealer and registered investment advisor (RIA) platform affiliate.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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