Carnegie Investment Counsel
Bryan Blackburn, CFP®, currently serves as a Wealth Advisor and Financial Planner at Carnegie Investment Counsel since 2017. Prior to this role, Bryan worked as a Financial Advisor at Wells Fargo Advisors from 2014 to 2017 and as a Portfolio Consultant at Charles Schwab from 2010 to 2014. Bryan's earlier experience includes serving as a Senior Credit Manager at Wells Fargo from 2008 to 2010. Bryan holds a Bachelor of Science (B.S.) in Finance and Economics from The Ohio State University, obtained between 2004 and 2008, and completed education at the College for Financial Planning from 2011 to 2013.
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Carnegie Investment Counsel
Carnegie Investment Counsel is a legal fiduciary that provides personalized financial guidance to help you preserve and grow your wealth. As a Registered Investment Adviser with the United States Securities and Exchange Commission ("SEC"), our experts specialize in Investment Management, Financial Planning, and Corporate Retirement Plans. We serve individuals, families, nonprofits, and business owners. We operate on a 100% fee-only compensation model, meaning we only receive a percentage of the assets managed, as agreed upon before starting service. This transparent approach promotes trust and eliminates conflicts of interest. We understand the importance of feeling comfortable and confident in your investment and financial strategy. Therefore, we dedicate ample time to understanding your short- and long-term objectives, which enables us to tailor-make an investment portfolio and financial plan that aligns with your goals. Founded in Cleveland, OH, in 1974, our firm has grown to nine offices, 50+ employees, and over $3.5 billion in assets under management and advisement (as of 12/31/22). Visit www.carnegieinvest.com to learn more about how Carnegie can serve you.