Guided by their beliefs towards a unique model of financial planning, the financial advisory team at Carlson Financial Services in Raleigh, NC shares its faith-based financial advisory model. President Roy Carlson, joined by brothers Nathan and Rob Barton, provide a platform for their clients to make sound financial decisions that are consistent with their faith. They aim to provide service through the seasons of life for everyone from clients just starting out their financial lives to clients who are looking towards retirement. Carlson also offers a series of demographically targeted Biblical Financial Stewardship workshops to align faith with finances.


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Investment Advisory Services Offered through Institute for Wealth Management, Inc., a SEC Registered Investment Advisor, based in Denver, CO. Insurance products and services are offered through Carlson Financial Services, LLC. Institute for Wealth Management, Inc., and Carlson Financial Services, LLC are affiliated companies. Carlson Financial Services, LLC., Institute for Wealth Management, Inc., and Roy Carlson is not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions.