Charles Carroll Financial Partners
Charles Carroll Financial Partners
As a fee-only financial planner, my focus is to offer low-cost retirement planning and investment management specific to your financial aspirations. - Carroll Hayes, MBA, CFP®
Fee-Only financial planner located in Massachusetts and Virginia, serving clients locally and across the country
I am a fee-only financial planner. My firm, Charles Carroll Financial Partners provides personalized investment management, comprehensive financial planning, and small business retirement plans to help individuals, families, and small business owners organize, grow, and protect their assets. We find that the majority of our clients come to us for our retirement accumulation and distribution expertise.
Carroll W. “Bill” Hayes, MBA, CFP® started his financial career at Merrill Lynch in 1989. In 1992, Bill left Merrill Lynch for Fidelity Investments. During his career at Fidelity Investments he held roles in various divisions of Fidelity. Those roles included positions in the Trust, 401(k), Brokerage, and Money Management divisions. Bill held management positions at Fidelity and in 2001 led a Private Access team based in Boston. In the Private Access role his responsibilities included managing a book of business in excess of $3 Billion and a client base that was international in scope.
Bill is a graduate of Marquette University, and holds an MBA from the Sawyer School of Management. Bill holds the designation, CERTIFIED FINANCIAL PLANNER, and presided as a Commissioner on the Disciplinary and Ethics Commission of the Certified Financial Planner Board of Standards, a four-year term. Bill resides in Massachusetts with his wife Christine and travels throughout the U.S. meeting with clients of the firm.
Carroll Hayes is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Since 2008, Charles Carroll Financial Partners has provided financial planning and investment management services to a growing number of clients across the country. Our experience at both independent money management firms and large mutual fund companies has taught us that by providing a client focused Investment Management and Financial Planning product we are better able to meet the client’s financial needs, goals, and aspirations. A large part of our meeting our client's goals and aspirations is our belief in our fiduciary responsibility to our clients. We accomplish this by first setting expectations.
Financial Planning is the key to setting expectations of future results. The Financial Plan is the blueprint needed to achieve financial goals and aspirations. Once the Financial Plan is in place, Investment Management that keeps investment costs low, risk-monitored, and progress communicated will allow clients to adequately follow their financial success.
Monthly reports, quarterly reviews, and 24/7 access to your assets allow our clients to easily monitor our fiduciary responsibility and progress.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Retirement Income Planning
- Comprehensive Financial Planning
- Investment Management
- Tax Planning
- College Education Planning
- Retirees and Near Retirees
- Business Owners and Executives
- Growing Families
- Sudden Money Situations
- Novice Investors
- Complimentary Initial Consultation
- Virtual Meetings
- In-Office Meetings
- Clearly Defined Fees
- No Product Sales
Professional Designations & Affiliations
Carroll Hayes is a NAPFA Associate Member
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Carroll Hayes is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Carroll Hayes
374 Court Street
Plymouth, MA 02360
4115 Annandale Road
Annandale, VA 22003