Carper Wealth Management, LLC - Home

 

 

OUR NEW LOCATION : 11675 Great Oaks Way, Suite 325, Alpharetta GA  30022   NEW PHONE:  678-990-0012

 

 

Welcome

Welcome to the Carper Wealth Management website, and thank you for visiting. Carper Wealth Management is an independent fee-based wealth management and financial planning firm located in Alpharetta, GA. Since 2003, we have assisted individuals and families with assets of $500,000 or more achieve their financial life goals.

Our founder and CEO, Erin M. Carper, is a CERTIFIED FINANCIAL PLANNER™ professional, meaning she is certified through the Financial Planning Board of Standards. Holding a CFP® designation means Erin has met the four important aspects of education, experience, examination, and ethics required by the Financial Planning Board of Standards.

To schedule a complimentary meeting to learn more about our services, please contact us at 678-566-3682 or opadmin@carperwealthmanagement.com.

Most Recent Article

Which College Savings Plan Is Right for You?

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Erin's Latest Podcast: Carper Wealth
Management Talks About Planning

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