One of the South’s Premier Financial Advisory Firms


As an employee-owned boutique, we deliver personalized attention in a family-friendly environment that giant banks and Wall Street firms simply can’t match.


Because of our independence, we are free to pursue the best interests of our clients without the inherent conflicts found in well-known financial conglomerates that sell their own proprietary products.

Large Firm Benefits

As one of the largest firms of its kind in the Southeast, we have access to industry-leading research, tools, and investment opportunities.

Small Firm Touch

Carolinas Investment Consulting delivers comprehensive planning and investment management with extraordinary client service.


If you think we can help you, feel free to give us a call.


Recent Insight

March 6, 2018

Capital Markets

The streak has ended! After 15 positive months the S&P 500, was down in February.

See additional insight.

Our most successful engagements involve working with our clients’ other professional advisors such as attorneys, bankers, and CPAs.

Account Access