Our Services

Carlisle Financial Group is committed to making the process of investing straight forward. We are a community- based investment management firm with a focus on educating our clients to be in partnership with their money.

With a mission to be inclusive rather than exclusive, Carlisle Financial Group will not impose a minimum investment level. We host regular educational meetings on investing helping to educate and empower our clients and prospective clients.

Carlisle Financial Group offers financial consulting in a variety of ways including:

• singular advice: for those who already have a money manager but need advice on a specific topic, such as 529 plans or retirement
• portfolio management: for those who are looking for a long-term relationship with a money manager
• portfolio review: for those who want to make sure their money is working as efficiently and cost effectively as possible

Carlisle Financial Group is a fee-only adviser. This means that we have no conflicts of interest in choosing and recommending investment products for our clients. We receive no fees on the purchase or sale of any financial product. Our only compensation comes from our clients. In addition, all assets managed by Carlisle Financial Group are held at a 3rd party custodian, such as Fidelity Investments.