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McKinley Carter Becomes First West Virginia Investment Firm to Earn Fiduciary Excellence Certification

CEFEX, the Centre for Fiduciary Excellence, LLC, an Fi360®, Inc. company, has certified McKinley Carter Wealth Services, to the standard described in the handbook “Prudent Practices® for Investment Advisors”. McKinley Carter joins the elite group of Investment Advisors to successfully complete the independent certification process.

CEFEX® provides an independent recognition of a firm’s conformity to a defined Standard of Practice. It implies that a firm can demonstrate adherence to the industry’s best practices, and is positioned to earn the public’s trust. This registration serves investors who require assurance that their investments are being managed according to commonly accepted best practices. To learn more, visit our Retirement Plan Services Page.

McKinley Carter Wealth Services named to CNBC's Top 100 Wealth Advisors List for 2015-16

“Among a national landscape of about 15,000 RIAs, the firm is performing at the top 1% of all firms in the U.S. For company founder David McKinley, this recognition is confirmation of a business model the firm has employed from the start.”

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