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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

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 Planning
  • Business Succession Strategy
  • Employer Sponsored Plan Implementation
  • Tax Management Strategies
  • Debt Repayment Planning
  • Account Consolidation and Organization
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Institutions and Non Profits

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 Review
  • Implementation of Employer Sponsored Plans (401(k)s, SIMPLE, SEP, Deferred Compensation, etc.)
  • Cash Flow and Revenue Analysis
  • Tax Management Strategies
  • Employee Engagement and Utilization Techniques
  • Portfolio Management
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Individual and Family Investors

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 Management
  • Investment Management for Future Generations
  • Tax Strategy and Planning
  • Insurance Analysis and Implementation
  • Investment Analysis of New Business Venture
  • Investment Property Purchase Analysis
  • Family Office Portfolio Management Coordination
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