Brian Carr, CFP® AIF®

Brian Carr, CFP® AIF®

Financial Advisor

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Phone: (919) 719-3831

As a financial advisor, Brian’s vision to uphold a higher standard of holistic wealth management has earned him the trust of many individuals and leading organizations.

Clients have chosen to work with Brian because of his passion, dedication, and commitment to delivering true value. He genuinely cares about what is most important to his clients, and advocates for their best interest. He invests considerable time with each client to understand what truly matters to them and develops and executes a tailored process that aligns client intentions with prudent action. The benefits of his superior service are revealed through customer confidence and understanding that result from his dedicated wealth management approach.



  • Financial Needs Analysis
  • Estate Conservation Strategies
  • Wealth and Asset Protection Strategies
  • Products and Services for Retirement Planning
  • Life Insurance
  • Long-Term Care Insurance
  • Disablity Income Insurance

Professional Business Services:

  • Buy/Sell Agreement Funding
  • Executive Compensation Plans
  • Deferred Compensation Plans
  • Key Man Insurance
  • Business Continuation Insurance
  • 401(k) Rollovers
  • Pension Maximization

Personal Qualifications:

  • Accredited Investment Fiduciary® (CFP®, AIF®)
  • FINRA Series 66, 7 and 31 Securities License
  • Life/Health Insurance License
  • Variable Insurance License
  • Long Term Care Insurance License