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News & Press

Carnegie Investment Counsel Mergers with Matheson Financial Services

8/22/2019

 
Ian Matheson, owner of Matheson Financial, will add depth and lead expansion efforts in Southwest Florida for Carnegie.
​
Fort Myers, FL (August 15, 2019) — Carnegie Investment Counsel is pleased to announce the merger of Matheson Financial and the hiring of Ian Matheson. Ian will be its newest wealth advisor working out of our Fort Myers location. As owner and CEO of Matheson Financial Services in Bonita Springs, Florida for the last 20 years, Ian led the planning process and advised clients on comprehensive tax, estate, wealth transfer and philanthropic considerations and solutions. He began his career in Minneapolis working for Matheson Financial before the founder, his father, Robert Matheson decided to relocate its headquarters to Bonita Springs. 
 
Ian has held several positions volunteering for his church on many of the boards and also as a church elder.  He is the founder of the Naples Germanfest which is on its 13th year and has raised over $100,000 for local charities. Ian and wife Laura live in Estero and are very active in their four sons’ sports and activities.
 
To contact Ian, email imatheson@carnegieinvest.com or call 239-939-3235.

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Carnegie Investment Counsel is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Neither the information nor any opinion expressed is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. ​For more information please visit our full disclosures page. ​

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  • Home
  • Services
    • Investment Management
    • Financial Planning
    • Corporate Retirement Plan
    • Who We Serve >
      • Individuals and Families
      • Foundations and Non Profits
      • Religious Entities
  • About
    • Team
    • Why RIA?
    • News & Press
    • Resources
    • Disclosures
  • Blog
    • Carnegie Investment Counsel Blog
    • Nonprofit Investment Blog
  • Contact
    • Locations
    • Request for Proposal
  • Client Login
  • Talk to An Advisor
    • Portfolio Analysis