Broker Check

About Us

We are dedicated to providing investment management and strategic wealth planning to all of our clients. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results. Charney Investment Group does this with the highest levels of trust, integrity, and respect while always collaborating using a team approach. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

Independence with Support

Our clients’ needs are our top priority. We chose to become an independent firm in order to be able to offer a wider variety of investment options to best grow your assets. We partner with Prospera, a new breed of independent broker dealer firm where the advisor leads the charge, individuals define their own brand of success, and the highest level of service comes standard. Founded in 1982 by financial advisors, Prospera’s growth has been fueled by partnering with some of the nation’s largest securities firms. Our relationship with Prospera means you’ll enjoy the best of two worlds—the hands-on expertise and attention of a boutique, service-driven culture and the resources of some of the largest broker dealers in the country.

Prospera has selected partnerships with Wells Fargo Clearing Services, and Pershing LLC – a NYSE member and subsidiary of The Bank of New York Mellon Corporation. Prospera’s resources and network, combined with our expertise and personal touch ensures you will receive the highest standard of service to help you reach your short-term and long-term financial goals.

Our Mission

Our Mission

We offer holistic investment and financial planning strategies to individuals who want to grow their wealth and secure their financial future. 

Our Investment Approach

Our Investment Approach

We use research from Nasdaq Dorsey Wright, which provides tools to us that few other investors are using. Nasdaq Dorsey Wright draws from technical analysis to help us determine the internal and relative strength of a stock, the trends of that stock, and its momentum. This all serves to better inform us when to buy and sell investments, based on supply and demand. We use Point and Figure Charts, a time-tested methodology dating back to the late 1800s, to visualize the battle between supply and demand for any given investment.


eMoney is a highly sophisticated, but user-friendly tool that allows you to aggregate all of your financial information into one, streamlined platform that offers real-time interaction with your financial advisor. You will gain full control of your finances with the ability to follow trends and see where you stand in relation to your financial goals. eMoney is a completely secure financial planning tool and highly rated in the industry. Many financial advisors add this on as an additional cost to their clients. But when you work with the Charney Investment Group, eMoney is immediately and automatically available to you at no cost.

Fair and Flexible Compensation

Just like one financial plan wouldn’t fit everyone’s needs, a single compensation model would not be in everyone’s best interest. We believe in fair and flexible compensation that is based upon the bigger picture of your financial plan. In addition to traditional brokerage services, we provide a variety of portfolio management services with fee-based compensation arrangements so you can have the most cost-effective program to help you achieve your unique financial goals. We will work with you to explain your options and help you select the best fee structure to benefit you. If at any time a different fee structure should make more sense, you retain the ability to switch.

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