William Carrington

CFP®, RMA®

Carrington Financial Planning, LLC

Principal, Financial Advisor

William Carrington

CFP®, RMA®

Carrington Financial Planning, LLC

Principal, Financial Advisor

I became a financial advisor to help clients achieve financial success. I feel a deep sense of responsibility when I am entrusted with this important aspect of people’s lives. - William Carrington, CFP®, RMA®

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Experienced fiduciary advisor offering comprehensive financial planning and advanced retirement income modeling.

William Carrington, a FL native, is a Fort Lauderdale, FL based fee-only financial advisor serving clients locally and across the country.  Carrington Financial Planning provides families and individuals with comprehensive financial planning through short-term engagement (no minimum asset requirements) and the option for ongoing investment management.

William is the husband of a 25+ year Foreign Services professional, has helped more than 500 Foreign Service Professionals and government employees plan for their financial future, working virtually with clients throughout the greater Washington D.C. area and across the country.

As a fee-only, fiduciary, and independent financial planning firm, Carrington Financial Planning is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

William Carrington founded our fee-only firm in an effort to apply his experience in the Foreign Service and knowledge of financial planning toward helping other members of the community. William is a CERTIFIED FINANCIAL PLANNER™ (CFP®), a designation he earned after completing a rigorous regimen of coursework and examinations. As a CFP®, William is held to one of the industry’s highest fiduciary standards requiring that he always put his clients’ interests above his own. As a fee-only advisor, he is free to recommend financial choices that best serve you.  

Prior to being a financial advisor, William was a Silicon Valley materials scientist/engineer in the semiconductor industry. He was recruited to Silicon Valley from the Naval Research Laboratory (NRL) in Washington, D.C., because of his achievements in developing synthetic diamond technology. In Silicon Valley, he worked for three high-tech start-up companies, as well as Applied Materials (AMAT). William was then employed by 3M in Japan and SE Asia.

William Carrington 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.

Finding a source of unbiased, trustworthy advice from within the financial services industry can be a daunting task. Our fee-only, fiduciary standard advisory provides clients the highest level of assurance of reasonable, transparent fees, and advice that puts the client's needs ahead of our own. As an independent RIA (Registered Investment Advisor) our firm is free to recommend financial choices that best serve you.

The past few years have shown that the quality of one's financial plan can seriously impact the quality of one's life.  At Carrington Financial Planning we develop plans with a goals-based, holistic approach that considers all aspects of a client's financial life. This process creates plans that allow clients to achieve their goals by using their financial resources in an integrated, efficient manner.

We can assist you with complete financial plans, or just retirement planning, funding for college, estate planning, or investment management.  For safeguarding and growing your assets, we use state of the art methods and adaptive strategies to best deal with today's economic conditions.  

Please explore our website to learn more about the 21st century financial planning and wealth management services we offer. We want to be your source for unbiased, trustworthy financial planning and advice.

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

  • Foreign Service Professionals
  • Government Employees
  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    William Carrington is a NAPFA-Registered Financial Advisor

    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.

  • Certified Financial Planner (CFP)
    William Carrington 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.

  • Retirement Management Advisor® (RMA®)
    William Carrington is a Retirement Management Advisor® (RMA®)

    The RMA designation is an advanced certification for financial professionals that provides them with knowledge to build custom retirement income plans for their clients to better mitigate risk and ensure better outcomes. RMA professionals to take a holistic approach to your retirement needs and look beyond managing investments or retirement products and take a multidisciplinary approach to develop a complete framework for your retirement plan.

  • XY Planning Network
    William Carrington is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Contact William Carrington

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Office Locations:

  • By Appointment Only
    Fort Lauderdale, FL 33304

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