About
Carter Watson, CFA®, CFP®
Founder & Financial Advisor
Financial stress is one of the most persistent burdens people carry. I believe everyone deserves relief from that burden — clarity about where they stand, confidence about where they're headed, and the peace of mind that comes from knowing your financial life is actually being looked after.
That belief is what led me to become an advisor.
I've spent the majority of my career in corporate finance, focused on evaluating and analyzing financial advisory practices. That experience gave me a clear view of how advisory firms are structured — how decisions are made, how services are delivered, and how business models can shape the advice clients ultimately receive. It also made clear to me what good advice actually looks like, and how rarely it's delivered the way it should be.
While my background is technical — focused on analysis and valuation — what I've found most rewarding is helping people cut through that complexity, so they can make clear decisions and move forward with confidence.
I founded Felspar Financial because good financial advice goes beyond the technical. A good advisor does more than help you pick investments or build a retirement plan — they're who you call when life changes and you're not sure what the right financial move is. Someone in your corner, making sure you stay on track.
