Carroll Family Holdings
We Help People.
We help restaurants deliver exceptional service to their guests. We help creatives bring their visions to life. We help those facing hardship find their footing. We help manufacturers equip those who protect our nation. We help startups launch with confidence. We help individuals rest easy knowing their finances are working for them. We help business owners find peace of mind.
Investing Isn't Complicated
Money Can't Buy Happiness
Independence is More Accessible Than Ever
Technology is Transformative
CORE BUSINESS idealogy
We operate our businesses and ventures according to a set of guiding principles: we favor transparent, flat pricing; we measure success by outcomes, not hours; and we believe that those who take risks deserve to be rewarded.
We operate our businesses and ventures according to a set of guiding principles: we favor transparent, flat pricing; we measure success by outcomes, not hours; and we believe that those who take risks deserve to be rewarded.
Investing Isn't Complicated
Wall Street has built a fortune convincing you otherwise. Most financial stress comes from the deluge of people trying to create problems so they can sell you a solution. This is not to say that investing is easy – but basic ideas applied consistently and with accountability is all you need.
Independence is More Accessible Than Ever
More people have the opportunity to build something of their own—and more people should. It has never been easier for people to start a business or go out on their own. The tools available today are some of the most empowering than in any other time in history.
Money Can't Buy Happiness
Helping people shed the biases, bad habits, and the outdated thinking that clouds their financial decisions is the best way to solve financial problems. It’s the key to a healthier relationship with money.
Technology is transformative
More than just AI or cloud-based apps, or mobile power – the nature of work is changing. And few industries are more overdue for disruption than financial services. Most financial services, even those that are technology focused, are still doing things basically the same way that they were done 20 years ago. So far we’ve used technology to build a faster horse – the time has come to build a car.
Testimonials
Carroll Family Holdings has proven itself a valuable partner again and again. Their ability to assess opportunity, model it, and support it on its path to fruition is only surpassed by their communication throughout the process. I give them six out of five stars.