CLARIFY YOUR GOALS
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MAKE A PLAN
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REAP THE REWARDS
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Do any of the following ring true? If yes, we can help.
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
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
We understand you want to invest wisely.
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After all, building wealth takes fortitude, and you want to preserve and grow what you have for the future. Carnegie Investment Counsel is an SEC Registered Investment Adviser, serving clients as a fee-only fiduciary. Our objectives are aligned with growing your portfolio and acting in your best interest. |
Recognized as a Financial Times Top 300 Registered Investment Advisor for three consecutive years Serving investors since 1974 Seasoned and credentialed team of financial professionals |
Services
INVESTMENT MANAGEMENT
We listen to your financial goals and personalize an investment strategy that makes sense for your life. |
FINANCIAL PLANNING
Our holistic approach to wealth management creates strategic plans that help you achieve your goals. |
CORPORATE RETIREMENT PLAN
We help you design, implement, and monitor the right retirement plan solutions for your employees. |
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, world-renowned 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.
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 without proper guidance can limit your chances of financial success. 
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. |
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. 
RELIGIOUS ENTITIES
Don’t just get by. 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. |
Download Our eBook: "Top Four Questions to Ask Before Hiring a Financial Advisor"
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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 |
SCHEDULE A COMPLIMENTARY
CONSULTATION We get to know you to assess your current investment and financial situation. |
DISCUSS YOUR GOALS
AND DEVELOP A CLEAR PLAN We organize and structure a plan for reaching your financial goals. |
IMPLEMENT YOUR PLAN
WITH CONFIDENCE We monitor and strategically adjust your plan to keep it relevant throughout your life’s changes. |