Broker Check



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

Tim Boyd

Tim Boyd

Investment Strategist

Mike Ross

Mike Ross

Associate Financial Advisor

Amanda Barnett

Amanda Barnett

Director of Operations

We support our troops

We support our troops

Charney Investment Group is a Veteran Owned Small Business. 

Get in Touch

Thank you!
Oops!

Featured On


homepage popup image