Who We Serve BUSINESS OWNERS - INSTITUTIONS - INDIVIDUAL & FAMILY INVESTORS Our Team at Carter Bacharach Financial Group brings a wide range of age and experience allowing us to serve a range of clientele. We take great pride in servicing the generations that have got us to where we are today and the generations that will take us where we need to go tomorrow. Business Owners We understand the obstacles that come with planning both your business and personal financial futures. Sometimes business owners find that their long term personal financial objectives often get overshadowed by the goals they have set for business success. Our team can help you create a unified vision by integrating and prioritizing business and personal financial goals, with an eye toward the future. Carter Bacharach Financial Group will be with you for the long-term. We will help monitor your progress and explore additional opportunities as your personal and business situations evolve.A few common goals of this client include:Revenue Growth PlanningBusiness Succession StrategyEmployer Sponsored Plan ImplementationTax Management StrategiesDebt Repayment PlanningAccount Consolidation and Organization Learn more Institutions and Non Profits Oftentimes in the world of institutional investment management, the investment manager has a “set-it-and-forget-it” or “cookie-cutter” mentality. This is not our approach. We pride ourselves on specificity: Your institution’s needs are identified and assessed to develop specific strategic goals for its asset management. We consistently monitor the financial landscape in which your organization operates and implement necessary changes to achieve your organizational goals. Our goal is to become a trusted partner and resource for the organization’s long-term success.A few common goals of this client include:Investment Policy Statement ReviewImplementation of Employer Sponsored Plans (401(k)s, SIMPLE, SEP, Deferred Compensation, etc.)Cash Flow and Revenue AnalysisTax Management StrategiesEmployee Engagement and Utilization TechniquesPortfolio Management Learn more Individual and Family Investors Our individual clients come from a wide variety of backgrounds and financial planning experience. These clients are engaged and seeking active advice for investment management and ongoing financial planning. At Carter Bacharach Financial Group it is not our goal to simply grow the value of your stock market portfolio. It is our goal to grow the value of your total net worth.A few common goals of this client include:Fee Based Portfolio ManagementInvestment Management for Future GenerationsTax Strategy and PlanningInsurance Analysis and ImplementationInvestment Analysis of New Business VentureInvestment Property Purchase AnalysisFamily Office Portfolio Management Coordination Learn more Have a Question Name Email Address Phone Question Thank you! Oops!