​Address and Directions

6830 Porto Fino Cir, # 1
Ft. Myers, FL 33912

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​Contact Information

Phone: (239) 939-3235
Toll Free: (800) 321-2322
Fax: (239) 939-5484

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Financial Services for Fort Myers Residents

Fort Myers, Florida, is home to many people seeking transparent and unbiased investment guidance. At Carnegie Investment Counsel, we employ a holistic approach, going beyond the numbers to form a well-rounded understanding of your lifestyle, financial needs, values and vision for your future. Whether taking your first steps into financial wellness or planning an aspirational retirement chapter, we pair our wealth and investment service expertise with experience and wisdom to help you meet your goals.

​Carnegie Investment Counsel is a Registered Investment Adviser (RIA) providing personalized financial guidance to help you preserve and grow your wealth, so you are freer to enjoy your life. As your fiduciary, we are obligated to place your investing success ahead of our returns. Carnegie Investment Counsel is 100% fee-only, meaning our only compensation is a percentage of assets managed, which is an agreement made before starting service. This transparent model promotes trust and helps to remove conflicts of interest. Your advisor at Carnegie Investment Counsel will work to thoroughly grasp your unique combination of risk tolerance, cash flow needs, and personal values. Then, we develop a customized investment plan using individual securities to keep costs low, manage risk, and leverage new opportunities. Carnegie specializes in custom portfolio management for portfolios $500,000 or greater. ​​

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