Carpenter Associates

Carpenter Associates

  • 20 Meetinghouse Road
  • Littleton, Massachusetts
  • 1460

Description

The Carpenter Associates story began in 1998 with a commitment to provide clients with a positive investment experience through the utilization of an academically based strategy with its roots in Nobel Prize-Winning modern portfolio theory. Dimensional Fund Advisors (DFA) mutual funds are the backbone to our investment solutions.

Rachel DeCarolis has worked as a Financial Planning Analyst with Carpenter Associates for over 6 years. She earned her Bachelor of Arts in Psychology from the University of Arkansas, and her Masters of Business Administration with a financial planning concentration from Bentley College.

Fact sheet

Number of employees
1-4

Company contacts

  • David Carpenter
  • Owner

Products & services

asset allocation financial planning retirement planning financial planning consultant

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