Get Matched with an Advisor

Answer eight simple questions to find an advisor that feels like a true partner.

Looking for a financial advisor? Cut through the nonsense.

Finding the right financial advisor can feel overwhelming. Plus, many advisor-match services bombard you with calls and emails from multiple firms. The advisors of Carnegie Investment Counsel design and deliver investment guidance with the goal of making your life easier. We understand everyone is competing for your business and it’s difficult to know who to trust. Partnering with the “right” advisor can be one of the most rewarding aspects of the investing process.

How it Works

  1. Complete the short survey by answering 8 questions.
  2. A team of professionals will review your answers and determine a financial advisor match based on your needs and goals.
  3. You will receive an email so you can book a meeting at your convenience with your advisor match.
  4. Meet with your advisor to share your unique financial circumstances and reasons for seeking an advisor.
  5. We custom build an investment strategy to fit your needs, plus provide personalized attention and service.

 
 

Carnegie Investment Counsel (“Carnegie”) is a registered investment adviser with the United States Securities and Exchange Commission (“SEC”). Any reference to or use of the terms “registered investment adviser” or “registered,” does not imply that Carnegie or any person associated with Carnegie has achieved a certain level of skill or training. 

The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times. The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. The FT 300 is one in a series of rankings of top advisers by the ​Financial Times. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.  Please see our website for other important disclosures: https://www.carnegieinvest.com/disclosures.html

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