Carnegie Investment Counsel / Financial Advisor in Cincinnati, Ohio
Robert Carroll, CDFA, CFP, CPA
Carnegie Investment Counsel helps its clients understand and take action on the most important financial issues affecting their lives. Whether you are in the accumulation phase, sending kids off to college or in full retirement, we can help you develop and implement your financial plan. Each person and situation is unique. As a result, plans and strategies are tailored to individual needs. With respect to our responsibilities to the client, the firm supports the principles and fiduciary standards of fee-only financial planning. 100% of our compensation is recieved directly from the clients. A variety of service options are available including full asset management, consultive engagements, or specific scope planning projects. There is no cost or obligation for an initial consultation.
Carnegie Investment Counsel helps its clients understand and take action on the most important financial issues affecting their lives. Whether you are in the accumulation phase, sending kids off to college or in full retirement, we can help you develop and implement your financial plan. Each person and situation is unique. As a result, plans and strategies are tailored to individual needs. With respect to our responsibilities to the client, the firm supports the principles and fiduciary standards of fee-only financial planning. 100% of our compensation is recieved directly from the clients. A variety of service options are available including full asset management, consultive engagements, or specific scope planning projects. There is no cost or obligation for an initial consultation.
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