At McKinley Carter Wealth Services, we believe that confidence is the most valuable asset when it comes to managing your wealth and securing your financial future. That's why we're dedicated to helping you develop the financial instincts and knowledge you need to take control of your wealth and achieve your goals.
Our Story
Our team of experienced professionals has an average of 20 years of portfolio management experience each, overseeing billions of dollars in assets. Complementing our investment strategists are financial strategists with over 500 years of collective experience. Our leaders, including President and Chief Investment Officer David H. McKinley, CFP, and Director of Advisory Services Brian T. Gongaware, CFP, SE-AWMA, bring a deep understanding of the financial industry to our firm.
Our Philosphy
At McKinley Carter, we don't believe in just managing your wealth - we believe in helping you master it. We do this by providing a range of services designed to help you achieve your financial goals, from wealth management to retirement plan services and nonprofit advisory services.
Our Services
Wealth Management: Our seasoned investment strategists work closely with you to develop a personalized investment plan that aligns with your financial goals and risk tolerance. We actively manage your portfolio, using performance-based metrics to ensure you're on track to achieve your goals.
Retirement Plan Services: Our team of experts designs and manages retirement plans tailored to your business needs, providing peak return on investment and ensuring your organization's financial future.
Nonprofit Advisory Services: We understand the unique financial challenges faced by nonprofits, and our team of experts helps you stay true to your mission while achieving financial stability and growth.
Contact Us
Don't hesitate to reach out to McKinley Carter Wealth Services for a consultation or to learn more about our services. With multiple locations across the eastern United States, including Pittsburgh, PA, Gaithersburg, MD, Wheeling, WV, Charleston, WV, Johnstown, PA, and Dayton, OH, we're here to help you master your wealth.
Be the first to review McKinley Carter Wealth Services.
Write a Review
