About Us and Financial Planning

Empowering clients with smart financial advice.

Carpenter, Claydon Advisors, Inc. (CCa) provides financial services to businesses, fiduciaries and individuals of substantial income and net worth. The key service areas of CCa are financial planning and investment advice.

CCa is an independent advisory firm, where we take great pride in empowering our clients with virtually any financial solution, investment management or investment product can be used. The solution must fit the client. CCa receives no added incentive to use any particular strategy or solution, instead we focus on delivering to the client what is right and proper for his or her financial and retirement needs.

Obviously, there are many choices. CCa prides itself in its ability to help its clients to sort through the options and develop the best strategy to suit their needs. CCa is a “fee only” financial planning and investment advisory firm.

CCa is registered directly with the SEC and is a fee only advisory practice.

Based in Orlando, Florida, CCa serves professionals, entrepreneurs, executives and families in the Central Florida area. Most have investment assets between $2 million and $20 million. Please give us a call to discuss how we might help you.

CCa Principals

Keith Carpenter, MBA, CFP™, AIF – received an undergraduate degree from Rollins College in Economics. After working for an economic research company, he obtained a Masters in Finance and Business Administration from the Rollins College Roy E. Crummer School of Finance and Business Administration. Later he earned his Certified Financial Planner (CFP™) designation from the College of Financial Planning in Denver, Colorado. He is also an Accredited Investment Fiduciary (AIF™) from the Center for Fiduciary Studies at the Katz School of Business, University of Pittsburgh.

Debbie Claydon, CFP™, AIF – originally from upstate New York, she attended Stetson University and received her Bachelors of Science degree in Marketing from the University of Central Florida. She began her career in the financial services industry with Morgan Stanley (formerly Dean Witter) in 1989. She joined Carpenter Advisory Companies in April of 1998. She is an investment committee member for the UCF Foundation. She is a Certified Financial Planner, past Treasurer for the Oviedo Rotary Club, Rotarian of the Year and a past member of the Council of 101. She is also an Accredited Investment Fiduciary (AIF™) from the Center for Fiduciary Studies at the Katz School of Business, University of Pittsburgh.

For more information on CCa, contact us today!