About UsAdhering to the fiduciary standard, our team of financial professionals are prepared to partner with you as you work to achieve your financial goals.
We decided long ago to do what we do best: provide remarkably astute portfolio management and planning as a fiduciary, answering only to you. Carnegie is exclusively fee-only, which means we never accept commissions for any investment we make, nor are we motivated by “soft-dollar” or hidden benefits.
- Always strive to act in the best interest of the clients
- Always strive to act ethically and honestly
- Remain independent and unbiased
- Thoroughly understand our client’s circumstances
- Proactively educate our clients
Understanding. To completely understand our client’s financial situation and provide superior investment management and financial advice in accordance with their unique objectives.
Peace of Mind. To relieve our clients of the burden of planning and managing their investments so they can reach their financial destinations with peace of mind. As SEC Registered Investment Advisors, we live by the fiduciary standard, meaning we are legally bound to act with integrity and to put your best interests ahead of our own. We do that not just because we are legally bound, but because as people, we think that is the right thing to do.
Gary’s Guide to Hiring a Financial Advisor
The investment industry has created a confusing and complex myriad of choices for you to consider. It can be a challenge to understand who has your best interest in mind. That said, finding a trusted and competent financial advisor can be one of the most rewarding aspects of investing.
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