Team profile

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Request a consultation

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Saving for Education
  • Retirement Income Strategies
  • Small Business
  • Investments
  • Social Security Retirement Benefits
  • Insurance
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Family Finances

Awards & recognition

  • Carradice Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023
  • JT Carradice, Forbes Best-in-State Wealth Advisors, 2018-2022

Community participation

2022 ACTS IWalk
2022 ACTS IWalk

Carradice Wealth Advisors is a proud sponsor of IWALK for ACTS. This year, the event was held in-person and our team got out to walk in support of ACTS and all they do for the community.

Honored to be recognized in Forbes

All of us at Carradice Wealth Advisors are honored to share that our team was included on the 2023 Forbes Best-in-State Wealth Management Teams list. This list recognizes advisory teams who excel at helping clients achieve their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.