About Us

Adhering to fiduciary standards, our team of financial professionals are prepared to partner with you as you work to achieve your financial goals.

Inspiring trust since 1974.

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. This means we never accept commissions for any investment we make, nor are we motivated by “soft-dollar” or hidden benefits. 

Our Principles:

  • Always act in the best interest of the clients
  • Always act ethically and honestly
  • Remain independent and unbiased
  • Thoroughly understand our client’s circumstances
  • Proactively educate our clients

Our Mission:

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 right thing to do.

Our mission and guiding principles are equally simple. Our commitment of fiduciary standards is driven by our core beliefs. Far more important are the people who will spend all the time it takes to get to know you, your goals and your concerns. Because we’re pretty sure your money and comfort level mean a lot more to you than our mission statement.

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.

Want to learn more about Carnegie?

Click now to schedule your complimentary portfolio review.