Carpenter & Associates is a full-service independent financial planning firm in Athens, Ohio.  For over 25 years, we have offered financial planning, investment management, estate planning, and tax management services.
Our personal, comprehensive advice is available to individuals, businesses, and organizations in Southeastern Ohio and across the country.
Securities offered through Brokers International Financial Services, LLC. Member SIPC.
Investment Advisory services offered through LexAurum Advisors, LLC, a registered investment advisor.
Carpenter & Associates, Brokers International Financial Services, LLC., and LexAurum Advisors, LLC. are not affiliated companies.

Carpenter & Associates

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Carpenter & Associates

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