Helping you understand and achieve your financial goals is what Carpentier, Mitchell, Goddard & Company, LLC is all about. While we help young people start down the path of wealth accumulation every day, most of our new clients already have established portfolios. They have dealt with other investment firms and have come to appreciate the advantages Carpentier Mitchell & Goddard Company brings to the table. Accounts are on a fee-based arrangement. We receive no commissions or sales fees from the investments we recommend. We provide a seamless integration between investment strategy and tax and estate advisement. Each partner in Carpentier, Mitchell, Goddard & Company, LLC is a Certified Financial Planner™ or CPA, with multiple years of investment experience. Using proven economic models, we distribute risk over time and scores of investment opportunities to achieve a return that is as close to predictable as possible. We individually design portfolios to match client’s needs using a vast universe of investment products and customized portfolio management. Biographies David Merrill Jerry Goddard