Charney Investment Group: Home

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.

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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

Douglas Charney

Douglas Charney

President

Tim Boyd

Tim Boyd

Generational Wealth Strategist

Mike Ross

Mike Ross

Associate Financial Advisor

Amanda Barnett

Amanda Barnett

Director of Operations

Lynne Shirk

Lynne Shirk

Office Manager

lshirk@charneyig.com

DanaLynn Gard

DanaLynn Gard

Client Associate

dgard@charneyig.com

Jared Brewer

Jared Brewer

Client Associate

jbrewer@charneyig.com

Rachael Balsavage

Rachael Balsavage

Client Associate

rbalsavage@charneyig.com

We support our troops

We support our troops

Charney Investment Group is a Veteran Owned Small Business.

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