Carroll Family Holdings

We Help People.

We help restaurants serve their customers

We help creatives create

We help the less fortunate get a foot up

We help manufacturers arm our military

We help start-ups launch on the best foot possible

We help people sleep at night knowing their money is working properly

We help business owners sleep at night

"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."
Jonathan Owen
Business Owner

The help you need is unique – and each of the people we work with need different help. But the thing that never changes between all of them: our goal is to help people. Whether that is helping navigate a deal, making an investment decision, ensuring day to day operations are moving, or confirming you’re doing the best you can with your taxes – our help should do just that-help.

Help isn’t about compliance. Although, not being in a compliance means you need help! The purpose of helping is to have the people and businesses we serve find peace. Money is a major cause of stress and anxiety in the world. There is no shortage of people who want to play on that anxiety to sell you something. Our focus is to make sure you know the path, and help you walk it, so you can find peace.


We support many causes. You can also get information on our upcoming community involvement here.


We operate a variety of businesses – if you want to work with us directly, this is the best place.


We are also on the team of a lot of great companies – they are listed here.

Core Beliefs

We run our businesses and ventures following some core principles. We encourage flat pricing, we value deliverables not hours, and we believe that risk should be rewarded. 

Investments aren’t complicated  but Wall Street has made a fortune telling you that it is.


Money can’t buy happiness  and removing the biases, bad habits, and just bad ideas is the best way to improve people’s relationship with money. 


Now, more than ever, people have the ability to “be their own boss” — and more people should!

More people than ever have the ability to take control of their own financial plans — and should!

Technology is changing the world — and nothing needs more change than the financial services arena.