Carr Financial Group

Carr Financial Group Corporation is a registered investment adviser based in Worcester, MA, founded in 2022 by Richard M. Carr, Benjamin W. Cauley, and Andrea L. Lucey. The firm provides investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, business entities, pension, and profit-sharing plans. Services offered include financial planning, wealth management, consulting, family office services, and retirement plan consulting. The firm primarily allocates client assets in mutual funds, ETFs, individual debt and equity securities, options, REITs, and independent investment managers. Clients have the option to engage the firm for financial planning services, wealth management services, and retirement plan consulting services. The firm acts as a fiduciary, putting clients' interests first and avoiding conflicts of interest. Clients have the option to authorize the firm to debit fees directly from their accounts. The firm does not have a minimum account size and does not receive compensation for the sale of securities. The firm's employees, including Richard M. Carr, Benjamin W. Cauley, Andrea L. Lucey, and Spencer M. Lyons, hold professional designations such as CFP and ChFC. They are supervised by Richard M. Carr and Benjamin W. Cauley. The firm does not have any disciplinary actions against it or its employees.