At McKinley Carter, we believe confidence is your most valuable asset. So we work with you to sharpen your financial instincts and knowledge. This way, you are in the best possible position to take control of your wealth and future-and excited at the prospect. See how we've helped our clients find their financial confidence and the best way forward.
Married business owners, John and Maryanne, had saved and invested throughout their working lives. Still, they were asking themselves, "Are we okay to retire?" One of the largest employers in its state had two major problems with its pension plan: poor participation and inefficient asset allocations among those employees who did participate.
Married business owners, John and Maryanne, had saved and invested throughout their working lives. Still, they were asking themselves, "Are we okay to retire?" One of the largest employers in its state had two major problems with its pension plan: poor participation and inefficient asset allocations among those employees who did participate.
Services
McKinley Carter Wealth Services roots begin with David H. McKinley, who, after working for a decade in the financial services industry in Wheeling, West Virginia, envisioned building an independent, multi-site investment advisory and financial planning firm. He wanted to create a firm small enough to provide highly personalized care, but large enough to provide technical expertise, continuity of care, and economies of scale.
Our team includes expert professionals with an average of 20 years of portfolio management experience each and experience overseeing management of billions of dollars. Complementing our investment strategists, we have an even deeper team of financial strategists with over 500 years of collective experience.
What keeps you up at night? What gets you out of bed in the morning? By diving into your hopes and dreams-along with your fears and challenges-we'll determine something much more important than financial goals: life goals. The real risk you face isn't market volatility or short-term fluctuations in your portfolio.
It's not just our technical knowledge and deep experience. Or our impressive list of financial planning services. Or even the highest fiduciary standards of integrity and care. It's boosting your confidence, instincts and, yes, enthusiasm to be your own strongest financial guide. Our goal is your goals-whether it's a secure retirement, a second home or a child's education.
Your future, our focus. For you: clear analysis, independent guidance and fiduciary oversight. For your employees: accessibility, practical solutions and actionable, jargon-free advice. Even if you have no intention of retiring, establishing a retirement plan gives you options-whatever path you choose-and helps attract and keep the best people.
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