Carpenter & Associates is a full-service independent financial planning firm in Athens, Ohio. For over 25 years, we have offered financial planning, investment management, estate planning, and tax management services.
Our personal, comprehensive advice is available to individuals, businesses, and organizations in Southeastern Ohio and across the country.
Securities offered through Brokers International Financial Services, LLC. Member SIPC.
Investment Advisory services offered through LexAurum Advisors, LLC, a registered investment advisor.
Carpenter & Associates, Brokers International Financial Services, LLC., and LexAurum Advisors, LLC. are not affiliated companies.
Company Details
Carpenter & Associates Questions
Carpenter & Associates's website is https://www.mcarpenterandassociates.com/
Carpenter & Associates's LinkedIn profile is https://www.linkedin.com/company/carpenter-associates-financial
Carpenter & Associates has
30 employees.
View email and phone details for 30
employees at Carpenter & Associates.
Carpenter & Associates's industry is
Financial Services
Carpenter & Associates's top competitors are
Cantey Hanger Llp,
Jll,
North Point Mergers And Acquisitions,
Chilmark Partners,
Johnson Investment Counsel,
Transcendap,
Profit Factory,
Zenith,
Ohio University Student Equity Management Group,
Arlington Independent School District.
Carpenter & Associates's categories are Financial Services
Carpenter & Associates's founding year is 1994
