Carnegie is an independent financial planning and wealth management firm that offers superior technology, operations, and support to independent financial advisors. We believe in a collaborative culture and are committed to the success of the advisors who join our team.
Whether you are looking to break away or grow your existing independent practice, we offer advisors a fully integrated solution that alleviates the burdens of running a business and allows you to focus on what you love most: taking care of your clients. As prior wirehouse advisors who have experienced the pain points of payouts and support, we know firsthand the advantages of going independent and will be right there next to those looking to make the move.
Along with an experienced advisor team who is dedicated to helping you grow, you will be able to leverage a specialized Business Solutions team through our partnership with LPL that includes CFO and accounting support, ongoing marketing services, centrally-managed administrative support, and a dedicated business consultant to provide strategic guidance.
In addition to office hardware and ongoing technical support, our advisors are able to leverage superior technology to enhance the service and reporting standards offered to clients, including:
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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.