Nathaniel Carswell

CFP®

Triad Financial Advisors

Financial Advisor

Nathaniel Carswell

CFP®

Triad Financial Advisors

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Nathaniel Carswell, CFP®

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 and objective financial 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, and their son, Lachlan 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

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

Contact Nathaniel Carswell

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Office Locations:

  • 3623 N Elm St
    Greensboro, NC 27455

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