Brian Carroll
Financial Planner, Oak Harbor Wealth Partners
- Role
- Certified Financial Plannertm Professional at Oak Harbor Wealth Partners
- Location
- Carmel, IN, US
- LinkedIn followers
- 500 followers
About Brian Carroll
At Oak Harbor Wealth Partners, we work solely for the needs of our clients, not the bottom line of a bank or insurance company. We take a fiduciary approach to wealth management, assisting individuals, families and businesses in all aspects of their financial well-being. Putting our clients first in all we do is our core mission.By combining an institutional approach to money management with a proactive attitude to financial planning strategies, we give our clients the best of both worlds. Our depth of knowledge and expertise includes numerous Certified Financial Planner™ certificants and Chartered Financial Analyst® charterholders.We charge a percentage fee on assets under management or a flat fee for planning services. We feel this is the best way to mitigate many of the conflicts of interest that exist when seeking financial advice.Oak Harbor Wealth Partners, LLC is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Oak Harbor including our investment strategies, fees and objectives can be found in our ADV Part 2, which is available upon request. Views expressed are my own and do not necessarily reflect the views of Oak Harbor Wealth Partners. Content shared is for informational purposes only and should not be construed as personalized investment advice.
Experience
Certified Financial Plannertm Professional
Oct 2021 — Present · Carmel, IN, US
Education
Wake Forest University
Political Science and Government
2000 — 2002
George Mason University
B.A., Government and International Politics
2005 — 2006
University of Georgia - Terry College of Business
Certified Financial Planner Program, Financial Planning and Services
2015 — 2017
The University of North Carolina at Chapel Hill
Business Essentials
2007 — 2007
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