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Strengthen the Retirement Plan Your Employees Rely On
Talk with a fiduciary 401(k) advisor who can evaluate your plan for performance, compliance, and participant success.
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Your Privacy is 100% Respected and Protected
Gain confidence that your qualified retirement plan is on track.
Carnegie Investment Counsel brings over 50 years of experience and specialization to both plan sponsors and participants. As a Registered Investment Adviser (RIA), our Retirement Plan Specialists lead with transparency, putting you and your employees' best interests first.
Speak with a Retirement Plan Specialist Now
Call Us: (800)321-2322
Our Retirement Plan Team
Kim Gannis, AIF®
Director of Retirement Plan Services
Douglas Warzinski, CFP®, CIMA®
Senior Retirement Plan Advisor
Wendy Eldridge, MBA®, CPFA™
Senior Retirement Plan Advisor
Help your employees optimize their future financial picture.
Financial stress can cause employees to be absent, fall behind, or burn out. Many times, employers are unaware of these personal economic issues.
By offering ongoing support and education, you can demonstrate your interest in their long-term financial well-being and improve employee engagement and retention.
- We lead group educational programs to empower participants to take hold of their finances.
- We provide individual coaching sessions to discuss retirement plan features, financial planning and money management.
- We monitor and measure success over time to celebrate achieved goals and offer additional support.
Our greatest pleasure is helping people achieve their investment and financial goals. With your company’s retirement plan in the hands of our Retirement Plan Specialists, you can have more time and peace of mind to focus on growing your business.
Why Carnegie Investment Counsel?
- Advising on $509 million in retirement plan assets (as of 9/30/25)
- Accredited Investment Fiduciary (AIF®)
- Independently owned and operated with no outside shareholders to serve
- 11 corporate offices accross the country
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 on 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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