Nathaniel Carswell
CFP®, CIMA®, AWMA®, APMA®, CASL®
Triad Financial Advisors
Chief Operating Officer
Nathaniel Carswell
CFP®, CIMA®, AWMA®, APMA®, CASL®
Triad Financial Advisors
Chief Operating Officer
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Nathaniel Carswell, CFP®, CIMA®, AWMA®, APMA®, CASL®
Fee-Only Financial Planner helping clients LIVE, INVEST, AND RETIRE WITH INTENTION
Nathaniel Carswell is a Greensboro, NC fee-only financial planner. Triad Financial Advisors provides comprehensive financial planning, investment management, and estate planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Nathaniel Carswell is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Nathaniel Carswell is a CERTIFIED FINANCIAL PLANNER™ professional. He brings over eleven years of financial planning experience to the TFA team. Nathaniel takes great pride in listening and collaborating with his clients before offering financial strategies.
Nathaniel and his wife, Lauren, son, Lachlan and daughter, Nora reside in Greensboro. His hobbies include reading, traveling, hiking and spending time with family.
Education
- Appalachian State University
- B.S. -Sociology with minor in Business Management
- CERTIFIED FINANCIAL PLANNER™ practitioner
Professional Memberships & Activities
- National Association of Personal Financial Advisors (NAPFA)
- Financial Times 300 Top Registered Investment Advisers – 2018, 2019
Nathaniel Carswell 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.
Our mission is to help our clients and colleagues live, invest and retire with intention
TFA is a Fee-Only, independent Registered Investment Advisor (RIA) acting in a client’s best interests at all times, not just when it’s convenient for us. This sets us apart from bank and brokerage firms whose ability to act in your best interest may be compromised by commissions, affiliations, revenue sharing agreements, and/or product sales goals. The Fee-Only method of compensation is the most transparent and objective method available, and minimizes conflicts to ensure your financial advisor acts as a fiduciary. As a result, we do not sell products or receive commissions on any products or services.
Finally, we enforce our fiduciary duty by building unique life plans and implementing a disciplined investment strategy utilizing low-cost, institutional strategies.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Nathaniel Carswell is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Nathaniel Carswell is a NAPFA-Registered Financial AdvisorThe 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.
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Nathaniel Carswell is a Certified Investment Management Analyst® (CIMA®)The CIMA designation is the premier certification for financial advisors and investment consultants and one of the only professional certifications in financial services to meet international accreditation and quality standards. CIMA advisors have completed a rigorous process and have demonstrated knowledge and competency in a variety of investment management consulting and portfolio construction topics, including advanced investment management theory and application.
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Nathaniel Carswell is an Accredited Wealth Management Advisor® (AWMA®)Individuals who hold the AWMA® designation have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
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Nathaniel Carswell is an Accredited Portfolio Management Advisor (APMA®)Individuals who hold the APMA® designation have completed a course of study encompassing client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory and investor psychology. Students have hands-on practice in analyzing investment policy statements, building portfolios, and making asset allocation decisions including sell, hold, and buy decisions within a client’s portfolio. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
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Nathaniel Carswell is a Chartered Advisor for Senior Living (CASL)CASL® is a rigorous credential in the senior and retirement planning space, with curriculum that covers wealth accumulation, income distribution, and estate planning strategies for those preparing for or in retirement. Advisors taking this program commit between 250 and 300 hours of study and take about 18 months to complete the designation.
Contact Nathaniel Carswell
Office Locations:
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3623 N Elm St
Greensboro, NC 27455
