The Firm
An independent firm, built to last.
Edward Carlisle & Co. is an independent wealth protection brokerage serving business owners, executives, individuals and families across Dallas–Fort Worth and nine states.
Why We Exist
Protection that works while you’re living it.
Most people meet protection planning one product at a time, from someone tied to one company. We built Edward Carlisle & Co. to do it differently: independent, coordinated with your other advisors, and focused on what happens to your business, your income and your family, not on a single policy.
That belief shapes everything we do: a plan should support you while you’re living it, not only the people you leave behind.
What We Believe
Principles that guide every plan.
Independent
We answer to clients, not to a single carrier. Every recommendation is compared across leading, highly rated insurers.
Coordinated
We work alongside your CPA, attorney and other advisors. Good planning is a team effort.
Written
Every recommendation is in writing, with the trade-offs you can review before you decide.
Lasting
We review your plan as your life and business change, because a plan that fit five years ago may not fit today.
Learn More
The people and principles behind the name.
Our Approach
The Edward Carlisle Way
Four questions that start every relationship, and the commitments that follow.
ReadLeadership
Rahsaan Harding
Founder & Principal. Twenty years in financial services and licensed in nine states.
Meet himOur Heritage
The name behind the firm
The standard our name holds us to: dependable, disciplined and built to last.
ReadIn His Words
Why Edward Carlisle & Co.
A short conversation with our founder.