Be paired with a pro who understands your unique challenges.
We serve a diverse client base, such as business owners, retirees, musicians, educators, executives, attorneys, world-renowned architects, physicians, private foundations, and endowments. One thing they all have in common is that they are really good at what they do and understand the value of professional advice.
INDIVIDUALS AND FAMILIES
We understand you have life goals and ambitions that require significant resources. We also know that implementing an effective wealth management plan without proper guidance can limit your chances of financial success. |
BUSINESS OWNERS
We partner with you to build and optimize a sound retirement plan for your employees. Our ongoing financial wellness education helps your employees thrive and feel supported. Plus, we assist with proper policies that keep you compliant. |
FOUNDATIONS AND NONPROFITS
Selecting the right financial manager for your foundation or nonprofit is a great responsibility. We believe you should partner with a fiduciary advisor you can trust to nurture assets and donor gifts. |
RELIGIOUS ENTITIES
Bring your mission to life. A faith community cannot fulfill its mission if it doesn’t have adequate resources, both now and in the future. A successful endowment helps you cover operational costs and more. |
We understand you want to invest wisely.
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Carnegie Investment Counsel is an SEC Registered Investment Adviser, serving clients as a fee-only fiduciary. As an RIA, our investment management services are aligned with growing your portfolio and acting in your best interest. |
Recognized as a Financial Times Top 300 Registered Investment Advisor for five consecutive years Serving investors since 1974 Seasoned and credentialed team of financial professionals |
Services
INVESTMENT MANAGEMENT
We listen to your financial goals and personalize an investment strategy that makes sense for your life. |
FINANCIAL PLANNING
Our holistic approach to wealth management creates strategic plans that help you achieve your goals. |
CORPORATE RETIREMENT PLAN
We help you design, implement, and monitor the right retirement plan solutions for your employees. |
ESG INVESTING
Invest according to your values with a long-term approach using our dynamic investment vetting process. |
SCHEDULE A COMPLIMENTARY
CONSULTATION We get to know you to assess your current investment and financial situation. |
DISCUSS YOUR GOALS
AND DEVELOP A CLEAR PLAN We organize and structure a plan for reaching your financial goals. |
IMPLEMENT YOUR PLAN
WITH CONFIDENCE We monitor and strategically adjust your plan to keep it relevant throughout your life’s changes. |