Team profile

What you can expect when you work with us

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.
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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, 2023-2024
  • JT Carradice, Forbes Best-in-State Wealth Advisors, 2018-2024

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 proud to share that our team has been included on the 2024 Forbes Best-in-State Wealth Management Teams list. This list recognizes teams who excel at helping clients focus on 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.

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