Carolinas Investment Consulting

At Carolinas Investment Consulting, we are dedicated to providing personalized financial planning and investment management services to individuals, families, businesses, and organizations. Our team of experienced professionals is committed to helping our clients achieve their financial goals while providing exceptional service and guidance.

Our Story

Our firm was founded in 2001 by George H. Edmiston Jr., who had a vision of creating a private, independent firm dedicated to investment consulting and financial planning. Over the years, we have grown to become one of the largest firms of its kind in the Southeast, with a team of more than 20 professionals serving families, endowments, foundations, retirement plans, and corporations in over 34 states. Despite our growth, we remain committed to the cherished relationships we've developed with our clients and the personalized service that sets us apart from larger financial institutions.

Our Team

Our team is comprised of experienced professionals with a deep understanding of the financial services industry. Our advisors are dedicated to providing expert guidance and personalized service to each client, helping them achieve their unique financial goals. Our team includes George H. Edmiston Jr., President and Founder; Christopher K. Grogan, Consultant and Firm Principal; Jeanne Kelsey Fritchley, Chief Operating Officer and Firm Principal; and other experienced professionals who share our commitment to exceptional service and expertise.

Our Firm

At Carolinas Investment Consulting, we believe that every relationship is unique and important. We take the time to fully understand each client's individual needs and goals, tailoring our services to meet their specific needs. We offer a range of services, including:

• Individuals and Families: We help individuals and families achieve their financial goals, whether they're planning for retirement, saving for education expenses, or simply building savings for the future.
• Businesses and Executives: We offer comprehensive financial planning and investment management services to businesses and executives, helping them navigate complex financial decisions and achieve their goals.
• Foundations and Endowments: We work with foundations and endowments to manage their investments and ensure their financial goals are met, while also providing philanthropic support to the community.

Our Approach

Our approach is built on three core principles:

1. Personalized Service: We believe that every client is unique, and our advisors are dedicated to providing personalized service and guidance tailored to their individual needs.

2. Expert Guidance: Our team of experienced professionals has a deep understanding of the financial services industry and provides expert guidance to help clients achieve their financial goals.

3. Independent Advice: We are committed to providing independent advice, free from the conflicts of interest that can arise when working with larger financial institutions.

Our Commitment

At Carolinas Investment Consulting, we are committed to providing exceptional service, expert guidance, and personalized attention to each client. We believe that every relationship is unique and important, and we are dedicated to helping our clients achieve their financial goals while providing a high-quality experience.