CARRIE HOUCHINS-WITT TAX AND FINANCIAL SERVICES LLC

Overview

Carrie Houchins-Witt Tax And Financial Services LLC operates as a small, independent RIA anchored in tax and financial planning services. The firm is owned and run by Carrie Houchins-Witt and combines accounting work with advisory offerings such as financial planning and educational workshops. Its fee model is hourly, which positions the firm more as a planning and consultative practice than a traditional asset-gathering manager. The firm is geared to serve individuals and family clients and does not position itself as a capital allocator or pension consultant. The advisory footprint appears limited in scale and scope: the firm is not an active ESG investor, is not a multi-state adviser, and does not list broad institutional or retirement plan services. Where investment activity is present, it relies on third-party solutions rather than operating large in-house discretionary platforms.

Assets & Accounts

Investments & Alternatives

Location & Offices