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HMC Partners Forges New Partnership with Carter Bank & Trust

HMC Partners Forges New Partnership with Carter Bank & Trust

September 14, 2022
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This alliance offers “win-win” of experience and growth.

The independent financial advisory firm of Hardy McEachran Partners – better known as HMC Partners – has taken on a new partnership, by offering its services to Carter Bank & Trust. HMC Partners has been helping investors throughout North Carolina and Virginia for nearly three decades. The state-chartered, community bank with branches in Virginia and North Carolina will now be able to offer its customers the wealth-building advice that clients of HMC Partners have come to know and trust.

“The Community Bank experience aligns so well with HMC Partners,” said HMC co-founder Gib McEachran. “We take great pride in servicing and having close relationships with our clients as does Carter Bank & Trust. In today’s world where most bank experiences are digital and mostly impersonal, it is exciting to partner with a bank that shares these same core values.  As a client, you should have positive, meaningful experiences versus feeling like a transaction.”

Now, thanks to the partnership, Carter Bank clients interested in building a solid financial foundation can consult with the professionals at HMC Partners for guidance on their financial planning, investments, and retirement strategies. HMC Partners’ advisors have over 75 years combined helping clients pursue their goals by managing their investments while taking the appropriate amount of risk.

“HMC Partners brings many of the same values and care that our customers have come to expect from Carter, coupled with decades of experience and knowledge in the area of wealth management services,” Carter Bank & Trust CEO Litz Van Dyke said. “We strive to be the lifetime financial partner in the communities we’re privileged to serve and by partnering with HMC we’re taking one more step forward in giving our customers access to all the financial resources and solutions they need.”

The new partnership gives HMC the ability to help even more people plan for their financial goals, introducing time-tested strategies to build successful investment portfolios from the ground up and maintain them with short-term modifications that keep building wealth through market bubbles, economic booms, recessions, and everything in between.

For those who’d like a taste of the firm’s financial acumen – and down-home charm – tune into "Gib & John’s Money Matters" on WTOB 980 AM in Winston Salem and WCOG on 1320 AM in Greensboro and 96.3 FM from 9:00 to 10:00 on Thursday mornings – and to Financial Friday With Cousin Andy on Country Classic 98.1 FM WBRF from 9:30 to 10:00 Friday mornings – when managing partners Gib McEachran and John Hardy, offer advice on topics ranging from equity markets and retirement accounts to setting up a college fund, saving for a home... or even tips on fly fishing and duck hunting.

Or, reach out to us to speak to an advisor from HMC Partners to begin feathering your nest for a more secure future.

 

About HMC Partners
HMC Partners is an experienced group of dedicated professionals committed to serving the complete financial needs of each and every client. As a member of Cetera® Advisor Networks LLC, the firm provides an Advice-Centric Experience® to individuals, families, and businesses across the country through independent financial advisors as well as trusted tax professionals and banks and credit unions. The Greensboro, North Carolina-based firm can be found online at www.hmc-partners.com.
 
About Carter Bank & Trust
Headquartered in Martinsville, Va., Carter Bank & Trust is a $4.1 billion, state-chartered community bank with branches in Virginia and North Carolina. Since 1974, Carter Bank & Trust has built a reputation upon a tradition of care for the communities it serves through convenience, local service, and custom solutions for all customers. Additional information about Carter Bank & Trust is available at www.CBTCares.com

 

 


 

  

Registered Representative offering securities and advisory services through Cetera Advisor Networks LLC (member FINRA/SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity. Investment products are * Not FDIC/NCUSIF insured *May lose value *Not bank guaranteed *Not a deposit * Not insured by any federal government agency.

HMC PARTNERS was recognized on Forbes‘ list of Best-In-State Wealth Advisors, as one of the top advisors in NC. 1.The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Research summary as of January 2020 - 32,725 nominations received, based on thresholds - 15,854 invited to complete online survey - 13,114 telephone interviews - 2,085 in-person interviews at Advisor's location. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.

Cetera named Gib McEachran and John Hardy  to the Circle of Excellence for 2022, an award that honors trustworthiness, integrity, and excellence in the financial field. The Cetera Financial Group's Circle of Excellence recognition is not a guarantee of future investment success and should not be construed as an endorsement of the advisor by any client.

Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker-dealer and a registered investment adviser. Investment products are * Not FDIC/NCUSIF insured *May lose value *Not bank guaranteed *Not a deposit * Not insured by any federal government agency.
The products are not insured by the FDIC/NCUSIF or any federal government agency; not a deposit or other obligation of, or guaranteed by, the depository institution; subject to investment risks, including loss of the principal amount invested.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.