Carnegie Investment Counsel
At Carnegie Investment Counsel we provide custom investment management, wealth management, corporate retirement plans, and more for individuals, families, nonprofits, and business owners. As an independent Registered Investment Advisor with the U.S. Securities and Exchange Commission (SEC) and fiduciary, we are beholden only to our client’s best interests 100% of the time.
In short, we help you Invest with Intention. We get to know you, customize a plan focused on your goals, and provide complete transparency into your portfolio’s performance and our straight-forward fee structure. All with the understanding that what you’ve worked, saved, and sacrificed for should be treated with the upmost gratitude and respect.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.