McKinley Carter Wealth Services is an SEC-registered independent wealth management firm with offices in Pittsburgh, PA; Charleston, Parkersburg and Wheeling, WV; as well as Gaithersburg MD. McKinley Carter’s serves clients in 24 states and 4 countries. The company has built a team of professional and operational staff with a broad array of advanced financial experience and credentials in Investments, Insurance, Estate Planning, Law Accounting / Finance, Real Estate, Business / Career Planning, Retirement Planning, and Banking Services.
In today’s world, clients have access to a great deal of financial information and are looking for advisors who not only understand the market but also understand their unique situations and make decisions with their goals in mind. What truly sets McKinley Carter apart is a team approach involving our highly qualified professionals who are available to support one another and collaborate with each client’s outside advisors (tax, legal, bank, etc.) to produce the best possible result for the client.
McKinley Carter provides:
*Wealth Management and Trust Services for individuals and families committed to growing and protecting their wealth across multiple generations.
*Retirement Planning Services for businesses focused on the long-term financial success of their owners and employees.
*Nonprofit Advisory Services for nonprofit organizations seeking long-term financial security and sustainability.
CNBC, the nation’s leading business / financial news source, named McKinley Carter Wealth Services to it’s Top 100 List of (Fee-Only) Wealth Management Advisors for 2015.
With an emphasis on delivering important and valuable advice on everything financial, McKinley Carter encourages professional development and certification among its employees who have earned the following certifications: Certified Financial Planners (CFPs), Certified Public Accounts (CPAs), Juris Doctor (JD), Chartered Financial Analyst (CFA), and Certified Fund Raising Executive (CFRE).