Carper Wealth Management, LLC - Home

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, Georgia. Since 2003, we have assisted individuals and families with assets of $500,000 or more to pursue 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 678-990-0012 or [email protected].

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

Listen to more podcasts by visiting
Podcast for Businesses

 

Fortune Magazine Dec 2020 FiveStar
 

 

 

 

2020FiveStarProf Award EC wide

 

Congratulations to Erin Carper for being named a 2020 Five Star Wealth Manager!

 

"This is such an honor to receive the 2020 Five Star Wealth Manager recognition as a trusted advisor. My career has been to provide sound, personal wealth-building advice. Even though some may understand finances, when it is close to home, it can feel so uncertain. Creating a clear picture with measured steps to build their wealth to where they want to be is so fulfilling. I can’t imagine doing anything else."

                                                   — Erin M. Carper, CFP®




Thank you all for supporting Erin in her journey.

Fortune magazine: visit https://www.fivestarprofessional.com/ereprints/282536 for more information and disclosures.

Atlanta magazine: visit https://www.fivestarprofessional.com/ereprints/280978 for more information and disclosures.