Carpenter, Claydon Advisors, Inc. (CCa) is registered directly with the SEC and provides fee only financial services to businesses, fiduciaries and individuals of substantial income and net worth. The key service areas of CCa are financial planning and investment advice.
CCa is an independent advisory firm that receives no added incentive other than empowering our clients with:
Virtually any financial solution
A strategy that fits
Delivering and maintaining the appropriate solution
Based in Central Florida, CCa serves professionals, entrepreneurs, executives and families. Most have investment assets between $2 million and $20 million.
