About Our Firm
CERTIFIED FINANCIAL PLANNER™
Retirement Management Analyst
NAPFA-Registered Financial Advisor
Registered Investment Advisor
I became a financial adviser so I could make a positive difference in people’s lives. Many of my clients pursue their careers for the same reason. Working with clients on their financial lives is a big responsibility and a personal honor. There is no greater compliment than to be trusted.
When my wife joined the Foreign Service in 1993, there was very little information on employee benefits that was easily accessible — especially from overseas. This made planning for our financial future a frustrating experience. While still in private industry, we had worked with a financial planner, who provided invaluable guidance to us as a young couple. However, once in the Foreign Service there were no advisers to consult who understood our way of life. So, I had to figure it out on my own. I like to say that I didn’t read the book on wealth management for the Foreign Service, I wrote it.
Carrington Financial Planning, LLC is an independent Registered Investment Advisor (RIA). The firm is owned and operated by its founder, William Carrington. Being an independent RIA means that we are not affiliated with any broker/dealer (B/D) or any other financial service business. We do not accept fees or commissions from the sale of any financial service or product. The only fees we accept are those paid to us by our clients. This is what is meant by a “fee-only” structure.
William Carrington is a Certified Financial Planner, a Retirement Management Analyst, and a Registered Investment Advisor. He is a NAPFA-Registered Financial Advisor and holds the Series 65 (Uniform Investment Adviser Law) license. He is also a Dimensional Funds approved advisor.