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Our Firm

Cartier Financial, LLC was established in 2009 by Kelly Cartier after her original firm, A.G. Edwards was acquired by Wachovia Securities and then Wells Fargo Advisors. After deciding to step out of the corporate world to provide a more personal approach to clients, Cartier Financial, LLC was born.

At Cartier Financial, we work with Cambridge Investment Research Inc. as the Broker/Dealer. Our relationship with Cambridge allows us to use National Financial Services, a Fidelity Investments Company, to custody our clients' assets. In addition, Cambridge has a commitment to providing flexibility and using its platform provides an inventory of unbiased investment products and services to meet our clients' needs.

Our goal is to work as a team with our clients' attorneys and accountants to facilitate estate planning and tax planning for our clients.

Our Mission

We are committed to long term relationships with our clients, helping them reach and maintain their life goals and to simplify the inevitable complexities that come along with wealth.

Our approach requires gaining a detailed understanding of not only the investments within a client's portfolio, but also of the overall financial picture.

Our Commitment

From growing your wealth through investment strategies, planning for your family's future, and preparing for retirement, Cartier Financial is there every step of the way.