CARNEGIE INVESTMENT COUNSEL
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Registered Investment Adviser (RIA)

Carnegie Investment Counsel is an Independent, Fee-only Fiduciary Adviser.

Why work with a Registered Investment Adviser (RIA)?

As a Registered Investment Adviser (RIA), we abide by the fiduciary standard, which requires us to place client objectives above company gains. As an independent, locally-owned, and operated firm, we have no outside shareholders to serve. Your best interest directs our decision-making process.

​To further reduce potential conflicts, our compensation model is fee-only. This agreement is straightforward and transparent, promoting trust and aligning client-advisor interests. 


At Carnegie, we believe that with hard work, accountability, responsibility, and imaginative stewardship, we can help contribute to more prosperous and productive lives for our clients, families, and community.
​

​We help you have:
  • Confidence your finances are on track
  • Peace of mind knowing your advisor is on your side
  • Freedom to pursue more of what you love​
call 800-321-2322
About Carnegie Investment Counsel

Benefits of Working with a Registered Investment Adviser

Carnegie Investment Counsel is an SEC Registered Investment Adviser (RIA), legally bound by the fiduciary standard when serving clients.
FIDUCIARY STANDARD
​

Carnegie Investment Counsel is a Registered Investment Adviser (RIA), legally bound by the fiduciary standard when serving clients. That means we strive to act in the best interest of our clients.
Our compensation is based solely on fees, so when you succeed, we do too. It’s a model that’s transparent and easy to understand.
FEE-ONLY
​

Our advisors are compensated directly for services provided to clients. We do not accept any fees or compensation based on product sales. 
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​Carnegie Investment Counsel manages over $3.5 billion in assets as of December 2022

It's our duty to select what's right for you.

By remaining independent advisors, we stay true to our focus without the distractions of outside shareholders or sales of proprietary products.
INDEPENDENT

We are locally owned and operated. By remaining independent advisors, we stay true to our focus without the distractions of outside shareholders or sales of proprietary products. It’s our duty to select what’s right for your level of risk and your financial objectives.
We recognize that each client is different. We work closely with you to ensure that we have the right processes in place to satisfy your unique needs.
CUSTOMIZED

We recognize that each client is different. We work closely with you to ensure that we have the right processes in place to satisfy your unique needs. Then, we continuously evolve to align with your objectives as you grow and change.

Getting Started is Simple.

​First, call to book an appointment to speak with an advisor.​
​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.​
Next, discuss your financial goals to develop a clear plan, customized to meet your needs.​
Then, begin implementing a financial strategy with confidence.
Then, begin implementing a financial strategy with confidence. 
​Let’s begin our partnership today, so that you may stop worrying about your investment plan and start pursuing more of what brings your life happiness.
book your appointment now

Are you looking to change financial advisors?


Finding an individual or firm who is working in your best interest is crucial. Enclosed in our eBook are four questions we recommend you ask any prospective group you review. Plus, 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

Download Now​ - It's Free

Learn More About Carnegie Investment Counsel and Our Team

Carnegie Investment Counsel Advisors
RESOURCES
​

Explore resources to help with your investing, retirement planning and more.
VIEW RESOURCES
Carnegie Investment Counsel Administration and Operations
CLIENT SUCCESS TEAM
​

Meet the operations and client services specialists at Carnegie Investment Counsel.
Meet Our Team
Carnegie Investment Counsel Office Locations
CARNEGIE LOCATIONS

View and learn more about the nine Carnegie Investment Counsel locations.
View Locations
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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Locations

Canonsburg, PA
Cincinnati, OH

Cleveland, OH

Cranberry Township, PA

Ft. Myers, FL

Los Angeles, CA

Philadelphia, PA

​Sag Harbor, NY

Stamford, CT

Toledo, OH

©2025 Carnegie Investment Counsel. All Rights Reserved. 
  • Personal
    • Investment Management
    • Wealth Management
  • Corporate
    • Corporate Retirement Plan Services
  • Nonprofit
    • Foundations and Nonprofits
    • Associations
  • About
    • About Carnegie
    • Team
    • Disclosures
  • News & Insights
    • Media Wall
    • Carnegie Investment Counsel Blog
    • Nonprofit Investment Blog
  • Contact
    • Talk to An Advisor
    • Request for Proposal
    • Offices
    • Careers
  • Client Login
    • Carnegie Login
    • Eagle Ridge Login