Carnegie Investment Counsel
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Financial Guidance Designed to Serve You Best

With an investment strategy built for personal success, you have more peace and freedom to enjoy life.

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Serving Clients During the Pandemic

During the COVID-19 pandemic, our team has continued to serve clients and successfully operate while safely sheltering in place. Here are a few items to note as we begin to reopen offices.
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Get a Complimentary Consultation

Do you feel worried or discouraged in today's market volatility? ​Share your questions or concerns and receive thoughtful advice from a seasoned financial professional. Simply click to call.
CALL 800-321-2322
Clarify Your Financial Goals
CLARIFY YOUR GOALS
Make a Financial Plan
MAKE A PLAN​
Reap the Financial Rewards
REAP THE REWARDS

​​Do any of the following ring true? If yes, 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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We understand you want to invest wisely.

Carnegie provides custom-built strategies, paired with personalized service, while held to an elevated standard of ethical conduct. Our advisors are here to help you bring your ambitions to life through wise planning and investing. ​

We believe finding your ideal advisor match can be one of the most rewarding aspects of investing. Likewise, the most rewarding part of our job is working with great people and developing long-term relationships that span generations. 
Call 800-321-2322

Serving investors since 1974

Recognized as a Financial Times Top 300 Registered Investment Advisor (2016-2020)

Safeguarding assets through third-party custodians for added security

Serving as fiduciaries, the standard required by law to place client objectives above company gains

Over $3 billion assets under management as of 3/31/2021

Services

Carnegie Investment Counsel Investment Management Services
INVESTMENT MANAGEMENT
​
We listen to your financial goals and personalize an investment strategy that makes sense for your life.
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Carnegie Financial Planning
FINANCIAL PLANNING 
​
Our holistic approach to wealth management creates strategic plans that help you achieve your goals.
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Carnegie Corporate Retirement Plans
CORPORATE RETIREMENT PLAN

We help you design, implement, and monitor the right retirement plan solutions for your employees.
​
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Be paired with a pro who understands your unique challenges.

We serve a diverse client base, such as business owners, retirees, musicians, educators, executives, attorneys, architects, physicians, private foundations, and endowments. One thing they all have in common is that they are really good at what they do and understand the value of professional advice.
Wealth Management for Individuals and Families
INDIVIDUALS AND FAMILIES
​

We understand you have life goals and ambitions that require significant resources. We also know that implementing an effective wealth management plan with professional guidance can enhance your likelihood of success.
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Financial Management for Foundations and Nonprofits
FOUNDATIONS AND NONPROFITS

Selecting the right financial manager for your foundation or nonprofit is a great responsibility. We believe you should partner with a fiduciary advisor you can trust to nurture assets and donor gifts. ​
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Investment Management for Businesses
BUSINESS OWNERS
​

We partner with you to build and optimize a sound retirement plan for your employees. Our ongoing financial wellness education helps your employees thrive and feel supported. Plus, we assist with proper policies that keep you compliant.
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Wealth Management for Religious Entities and Ministries
RELIGIOUS ENTITIES

Bring your mission to life. A faith community cannot fulfill its mission if it doesn’t have adequate resources, both now and in the future. A successful endowment helps you cover operational costs and more.
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Carnegie Investment Counsel is a Crain's Cleveland Business Top Money Manager
Carnegie Investment Counsel is named CityWire RIA Fasted Growing RIA in Ohio
Carnegie Investment Counsel is a Financial Times Top 300 Registered Investment Advisor 2016 2017 2018 2019 2020
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

Download Our eBook: "Top Four Questions to Ask Before ​Hiring a Financial Advisor"


Here's what you'll learn:

The difference between fiduciary and suitability standards

Learn how some advisors may not be required to work in your best interest

Be aware of various types of hidden costs

The importance of third party custodians

The difference between fee-based and fee-only

Download Now​ - It's Free

Complementary Consultation
SCHEDULE A ​COMPLIMENTARY
​​CONSULTATION


We get to know you to assess your ​current investment and financial situation.
Discuss Your Goals
DISCUSS YOUR GOALS ​
​AND DEVELOP A CLEAR PLAN


We organize and structure a plan for ​reaching your financial goals.
Implement Your Financial Plan
IMPLEMENT YOUR PLAN
​WITH ​CONFIDENCE


We monitor and strategically adjust your plan ​to keep it relevant throughout your life’s changes.
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Telephone

800-321-2322

Email

info@carnegieinvest.com

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Navigating Our Site

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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

Cincinnati, OH
Cleveland, OH
Ft. Myers, FL
Los Angeles, CA
New York City, NY
Philadelphia, PA
Pittsburgh, PA
​Toledo, OH
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times. The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

©2021 Carnegie Investment Counsel. All Rights Reserved. 
  • Home
  • Services
    • Investment Management
    • Financial Planning
    • Corporate Retirement Plan
    • Who We Serve >
      • Individuals and Families
      • Foundations and Non Profits
      • Religious Entities
  • About
    • Team
    • Why RIA?
    • News & Press
    • Resources
    • Disclosures
  • Blog
  • Contact
    • Locations
    • Request for Proposal
  • Client Login
  • Talk to An Advisor
    • Portfolio Analysis