CARNEGIE INVESTMENT COUNSEL
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Invest With Intention

Welcome to straightforward, on-your-side financial guidance for those who value objective, transparent, and personalized investment services.

As we celebrate 50 years, we’re proud to always serve our clients the right way: with responsibility, accountability, and transparency. 
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If an advisor can’t say they’re a fiduciary 100% of the time, give them 0% of yours.

Honestly, if any of the following ring true, we can help you.

Your current advisor is not a fiduciary

Your current advisor costs are derailing your investment performance

Unnecessary investment risks are making you feel uneasy

You are worried about retiring on time

You lack a personal relationship with your advisor

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You built it.
​Now let’s fortify it.

​Carnegie provides custom-built wealth and investment strategies with personalized service—all while being held to an elevated standard of ethical conduct. And through wise planning and investing, our advisors help you bring your ambitions to life. 

Finding your ideal advisor match can be one of the most rewarding aspects of investing. Likewise, the most gratifying part of our job is working with great people and developing long-term relationships that span generations.

Structured to serve, not sell.

50-year history of serving clients

100% fiduciary, always placing our clients’ interests first

100% independently owned and operated with no outside shareholders

100% fee-only so when you do better, we do better

Use of third-party custodian for added security

Unaffiliated with banks or brokerage firms

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Our Custom Service

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Personal Wealth
​Management

Guided by your unique goals, we create a completely transparent investment strategy that makes sense for your life—and allows you to start living your best one.
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Corporate Retirement
​Services

With simplified plan management and personalized coaching for participants, our expertise helps optimize your employees’ retirement outcomes.
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Nonprofit Investment Management

You deserve a partner who will be a great steward of your money. As fiduciary advisors, we’ll nurture assets and donor gifts with complete transparency.
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How to Start Investing with Intention

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Schedule a complimentary consultation

First, we get to know you. (Sans smooth talk and sales jargon.) Then we assess your financial situation.
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Discuss your goals

We organize and structure a personalized plan that balances the needs of your current self with the aspirations of your future self.
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Implement your  plan

We monitor and make strategic adjustments to ensure your plan keeps pace with your life. In other words: you get the service you deserve.
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Ready to Invest with Intention?

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Carnegie investment Counsel has CERTIFIED FINANCIAL PLANNERS
Carnegie Investment Counsel has Charted Financial Activist
Carnegie investment Counsel is a member of the Investment Adviser Association

Carnegie Investment Counsel is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Neither the information nor any opinion expressed is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. ​For more information please visit our full disclosures page. ​

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Locations

Canonsburg, PA
Cincinnati, OH

Cleveland, OH

Cranberry Township, PA

Ft. Myers, FL

Los Angeles, CA

Philadelphia, PA

​Sag Harbor, NY

Stamford, CT

Toledo, OH

©2025 Carnegie Investment Counsel. All Rights Reserved. 
  • Personal
    • Investment Management
    • Wealth Management
  • Corporate
    • Corporate Retirement Plan Services
  • Nonprofit
    • Nonprofits
    • Foundations
    • Associations
  • About
    • About Carnegie
    • Team
    • Disclosures
  • News & Insights
    • Media Wall
    • Carnegie Investment Counsel Blog
    • Nonprofit Investment Blog
  • Contact
    • Talk to An Advisor
    • Request for Proposal
    • Offices
    • Careers
  • Client Login
    • Carnegie Login
    • Eagle Ridge Login