Meet Our Cincinnati Team

Bob Carroll, CPA, CFP®, CDFA™

Principal, Managing Director, Wealth Advisor

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Skye Barry, CFA, CFP®

SVP, Wealth Advisor, Nonprofit Specialist

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Heidi Rose, CFP®

VP, Wealth Advisor


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Elizabeth Hammelrath

Client Service Administrator
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View All Carnegie Team

​Address and Directions

1845 Walnut Street, Suite 1974
Philadelphia, PA 19103

Phone: (215) 735-0299
Toll free: (800) 321-2322
Fax: (215) 735-3545

Office Hours:
Monday-Friday
9:00 a.m. - 5:00 p.m.

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Independent. Fee-Only. Fiduciary.

Carnegie Investment Counsel is an independent, 100% fee-only Registered Investment Adviser (RIA). We do not earn commissions for recommending investments or financial products. As a fiduciary, we are required to put our clients' interests first.
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Located on Walnut Street near Rittenhouse Square, our Philadelphia office provides customized investment management and wealth management for high-net-worth individuals and families. Our Philadelphia advisors take the time to understand each client's goals, financial circumstances, risk tolerance and investment needs, then draw on Carnegie's broader investment and financial planning resources to provide coordinated advice.

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How We Help

Investment Mangement

​Customized investment portfolios designed around your goals, time horizon, risk tolerance and financial circumstances.

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Wealth & Financial Planning

Comprehensive financial planning to help bring your investments, retirement, and other financial priorities together.

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Nonprofit Investment Management

​Specialized investment management and fiduciary guidance for nonprofit organizations, foundations and endowments.

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Retirement Plan Management

Retirement plan consulting and investment services designed to support employers and improve participant outcomes.

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