1512 Alex Drive
Rock Ridge Office Park
For over thirty years Charlie Carlton has provided leadership and investment counsel to churches throughout the Southeast United States. In leadership positions he has raised over $100 million for charitable endeavors and founded a capital fund raising firm that raised over $225 million for churches and other non-profit ministries. As the son and grandson of United Methodist ministers, he has lived with and understands the unique financial planning needs of clergy. With support for colleagues, clergy, and church staff, Charlie created Clergy Financial Resources to provide education, information and financial resources for clergy and their families. As a Certified Financial PlannerTM and a Certified Fund SpecialistTM, Charlie has the experience and knowledge to provide trusted guidance in the areas of financial, estate, tax and retirement planning.