Let us help you grow more than wealth


The Holder & Carter Investment Group provides high net worth clients with comprehensive wealth management planning, investment management and retirement income planning. This is accomplished through analyzing client’s needs and putting together plans to help accumulate and protect wealth.

Global Insight 2024 Outlook coverGlobal Insight Monthly

Market overview: A new reality

As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.

Read the Global Insight 2024 Outlook »

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We welcome you to experience the Holder/Carter Group difference for yourself. Contact us today to set up a meeting.

Meet the team

Learn more about The Holder & Carter Investment Group.

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