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Cory Carlton

CEO & Co-Founder

Investment Advisor Representative

Insurance Advisor

Based in Brentwood, TN - serving clients nationwide

C. Carlton Headshot 2025

Cory Carlton

CEO & Co-Founder

Investment Advisor Representative

Retirement Planning, Investments, Long-Term Care, Life Insurance, Medicare, & Estate Planning

Brentwood, Tennessee

Helping Families Protect What Matters Most

I’m the Co-Founder and Vice President of Both Hands Financial Group, where I help individuals and families make confident financial decisions through personalized retirement planning, investment management, Medicare guidance, and insurance solutions.

I began my career in the financial services industry in 2008. Over the years, I’ve developed a passion for helping people understand their options, protect what they’ve worked hard to build, and create financial strategies that support their long-term goals.

As an Investment Advisor Representative, I serve as a fiduciary when providing investment advisory services, putting my clients’ best interests first. My approach focuses on education, building lasting relationships, and helping clients understand how the different pieces of their financial lives fit together.

In 2016, I co-founded Both Hands Financial Group with Don Meyer because we wanted to make a greater impact by partnering with some of the best agents in the industry. Together, we’ve built an organization focused on serving clients well while equipping financial professionals with the tools, resources, and support to do the same.

Based in Brentwood, Tennessee, I work with investment advisory clients nationwide, helping them navigate retirement decisions with clarity and confidence.

Outside of work, I enjoy spending time with my wife, Emily, and our four children. My faith and family play a central role in my life and influence my commitment to serving others. I believe true success isn’t simply measured by financial achievements, but by the positive impact we make in the lives of others.