About
Carter Watson, CFA®, CFP®
Founder & Financial Advisor
I’ve spent my career in corporate finance, with most of that time focused on evaluating and analyzing financial advisory practices. That experience gave me a clear view of how advisory firms are structured - how decisions are made, how services are delivered, and how business models can shape the advice clients ultimately receive.
While my background and education are technical, focused on analysis and valuation, what I’ve found most rewarding is helping people cut through this complexity, so they can make clear decisions and move forward with confidence.
At Felspar Financial, I bring those two sides together: disciplined technical financial planning and straightforward communication, so you can accomplish your goals.
Independence
I am not tied to any brokerage, fund, or product provider — every recommendation is made solely in your interest.
Transparency
Clear fees and no surprises. You always know exactly what you're paying and why.
Long-term relationships
I work directly with you over time, building a relationship that evolves as your life and goals change.
