Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Carter Financial exists to help clients plan for and navigate unknown financial conditions. We know that there are potential storms that threaten every portfolio. Educating our clients empowers them to make more informed decisions that lead to peace in their retirement years. Our goal is to get our clients through retirement successfully, not just to retirement. We want every interaction with our clients to be filled with great conversation, laughter, mutual listening, and the feeling of a team and partnership. Greg Carter serves as Managing Partner and leads all operations for our firm. He is dedicated to changing the way Americans plan for the future by ensuring that income outlives the person. Greg’s highest priority is inspiring individuals, families, and businesses to seek the well-being and security that comes from being prepared and able to survive financial challenges and emergencies. Greg holds a Bachelor of Science degree in Management from Hampton University (’94) and a Master of Science degree in Administration from Central Michigan University (‘02). He is a Certified Financial Fiduciary® licensed in Louisiana, Florida, Georgia, Illinois, South Carolina, North Carolina, Tennessee, Virginia, Maryland, Ohio, Pennsylvania, New Jersey, Michigan and California.