About Our RIA Firm

Carnegie Investment Counsel

Since 1974

At Carnegie, we know that you want to be a confident investor. In order to do that, you need a strategic investment plan that is customized to meet your lifestyle needs, and an investment advisor to oversee it. The challenge is that there are so many investment advisors out there, that it’s difficult to know who to partner with, which may make you feel skeptical.

We understand that you’ve worked hard for what you have and want to preserve and grow it. We believe a tailor-made portfolio is the best way to achieve your financial goals.

Carnegie has been serving investors since 1974. Plus, we have been recognized as Financial Times Top 300 Registered Investment Advisors. We are a fee-only fiduciary advisor, seeking to serve our clients’ best interest. And since we are independent, we are not obligated to deliver profits to shareholders. Our only incentive is to grow your investments.

Getting Started is Simple

First, call to book an appointment to speak with an advisor.

Next, discuss your financial goals to develop a clear plan, customized to meet your needs.

Then, begin implementing a financial strategy with confidence.

So, start with step one, and in the meantime, download our free guide, “The Top Four Questions to Ask Before Hiring a Financial Advisor" below. Let’s begin our partnership today, so that you may stop worrying about your investment strategy and start pursuing more of what brings your life happiness.

Download Our Free 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