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.