Carter & Carter Financial
Return on Investment
Carter & Carter is one of the region’s most established and respected names in high-net-worth financial planning. They came to Asbury & Co. looking to get a better return on their marketing investment.

A new look for a legacy firm
We delivered with a redesigned logo and brand identity, sharper messaging, smarter media placements, a modern website, and a more targeted strategy. The results helped strengthen the firm’s position and ultimately contributed to its successful sale to Seattle-based Merriman.
In business since 1979, Carter & Carter is one of the region’s most established and respected names in blue-chip financial planning and investment services. They came to Asbury & Co. looking to get a better return on their marketing investment. Our team delivered with new messaging, more effective media placements, a modern website, and a more targeted approach. The results were successful, and the firm was eventually sold to Seattle-based Merriman.



