Carolinas Financial Planning

david t. bowman
Michael mehltretter

Intentional Financial Planning for Serious People

Your Fiduciary and trusted advocates

We have set up our business to put our client’s interests first.  A fiduciary is legally bound to put their client’s best interests ahead of their own. We have a duty of loyalty and care to our clients.


You deserve to have someone in your corner, working on you and your family’s behalf – we are here to advocate for you during all stages of your life.

Call to Action

Reach out to us to schedule a 15 minute introductory phone call