David Perkins, CPA - Carolians Investment Consulting

Carolinians Investment Consulting is a leading financial advisory firm based in Charlotte, NC, offering exceptional service and expert guidance to individuals, families, businesses, executives, foundations, and endowments. With a focus on personalized attention and a commitment to client satisfaction, Carolinians Investment Consulting delivers comprehensive planning and investment management, backed by industry-leading research and tools.

As an independent boutique firm, Carolinians Investment Consulting is dedicated to serving the best interests of its clients, free from the conflicts of interest often found in larger financial conglomerates. With a small firm touch and a family-friendly environment, Carolinians Investment Consulting provides a handcrafted experience that sets it apart from giant banks and Wall Street firms.

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