Patrick Carpenter's Contact Details

Patrick Carpenter's Company Details

Graf Financial LLC (fee-only)

Baton Rouge, Louisiana, United States • 3 Employees
Financial Services

Graf Financial LLC is an independent, fee-only investment management firm in Baton Rouge. Our mission is to provide investment management services of the highest quality by establishing personalized relationships based upon trust, integrity, knowledge, and communication so that our clients may successfully achieve their financial goals.Our team of Certified Financial Planners (CFP®) specialize in providing comprehensive financial planning and investment management services to individuals, retirement plans, corporations, and trusts. As a Registered Investment Advisor (RIA), Graf Financial has a fiduciary responsibility not required of most financial planners. We provide the peace of mind that comes with knowing you have entrusted your financial future to a firm that will always place your interests first. As a fee-only financial planner, we do not sell products or receive commissions of any sort. We have nothing to sell you and no sales quotas to meet. The only product we sell is our exceptional service, unbiased investment advice, and sound financial planning and investment strategies.