Charney Investment Group: Home

Check Out Our Latest Videos

Our advisors examine the latest market trends.

What You Need to Know About Social Security

Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Learn More

Retirement Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.

Learn More

Let us Be 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.

Learn more

About Us

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

Learn more

Our Events

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

Learn more

Our Team

Alexis Minana

Executive Assistant

Amanda Barnett

Director of Client Services

Douglas Charney

President

Jared Brewer

Client Associate

Lynne Shirk

Client Associate

Sarah White

Financial Advisor & Director of Client Experience

Tim Boyd

Financial Advisor

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.

Learn more

Featured On

Get in Touch

Name

Email

Address

Phone

Message

Thank you!

Oops!