Earl Financial was founded in 2020 by Carly Earl as a financial professional with over 14 years of dedicated industry experience.

Carly is a Registered Representative with LPL Financial, the largest independent broker dealer in the country*. We’ve got an amazing team on our side, so we can be there for you.

Our Core Values: Simple, Intuitive, Integrity, Accuracy, Teamwork

Simple - We strive for simplicity.

Intuitive - We listen on a deeper level to anticipate and align with your needs.

Integrity - We are committed to the result. Do what we say, sometimes more, never less.

Accuracy - We take the time in seeking to ensure accuracy and efficiency in everything we do.

Teamwork - We value our clients and our team.

What Do We Do?

Our company is in the business of advising/coaching individuals and families in all aspects of their financial life. We specialize in assisting with the transition to retirement. We also work with pre-retirement asset accumulation, investment management, retirement planning, income planning, college planning, RMDs, legacy planning, and tax reduction strategies.

Who Are Our Clients?

Our clients are asset builders, pre-retirement wealth accumulators, and retired distributors. Our clients are mid to high earners with investable assets. We especially love to work with families.

We have no minimums for client assets; however, we do have an ideal client. We must be a good fit for each other. We have a service model and associated fee structure for each of our client tiers.

Our main objective is focused on you, our client.

*As reported by Financial Planning magazine, June 1996-2021, based on total revenue.