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WE SERVE AS YOUR PERSONAL CFO AND WEALTH ADVISOR

Since 1999, we have offered holistic investment and financial planning strategies to individuals who want to grow their wealth and secure their financial future. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our success. 

Our Process

We create strategies that are tailored to your needs and goals.

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About Us

Years of experience have prepared us to guide you through your life transitions.

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Our Events

Our events connect our clients through shared experiences, both fun and informational.

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Our Team

Sarah White

Sarah White

Financial Advisor & Director of Client Experience

Tim Boyd

Tim Boyd

Financial Advisor

Amanda Barnett

Amanda Barnett

Senior Client Associate

Brian Gleason

Brian Gleason

Senior Registered Client Associate

Alexis Minana

Alexis Minana

Executive Assistant

Jared Brewer

Jared Brewer

Jr Financial Analyst

We support our troops

We support our troops

Charney Investment Group is a Veteran Owned Small Business. We collaborate with Veteran's Outreach of PA, a 501(c)(3) nonprofit organization that is building a community of tiny homes for Veterans in need.

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