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Carnegie Investment Counsel (est. 1974)

(937) 435-7070 8087 Washington Village Dr., Suite 134, Dayton, OH 45458 M-F 9am-5pm, Sa-Su Closed

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Categories: Financial Planning

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Carnegie Investment Counsel provides custom portfolio management and financial planning for clients throughout their lives and ever-evolving financial goals. We specialize in a range of financial services, including Custom Portfolio Management, Wealth Management & Planning, and Business Retirement Plan Services. Carnegie Investment Counsel is an SEC Registered Investment Advisor (RIA), legally bound by the fiduciary standard when serving clients. This means we are required by law to act in the best interest of our clients. Our compensation is based solely on fees, so when you succeed, we do too. It is a model that is transparent, easy to understand and successful.

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