Connecting Money & Meaning

The Vision to Master Your Wealth

At McKinley Carter, our team of fiduciaries provides comprehensive financial solutions, guiding you towards a life of purpose and financial well-being.

Recent Insights

Estate Planning

Using a Trust to Preserve Wealth

Joel Estes, CFP®, AIF®, CPFA®, NQPC™

Jul 14, 2025
Quarterly Client Investment Report

Waiting for Godot – After a Spring Tariff Scare and Heightened Uncertainty, Does Bad News Await Us in the Second Half?

David Nolan

Jul 9, 2025
Women & Finance

5 Psychological Benefits of Financial Freedom

McKinley Carter Wealth Services

Jul 8, 2025
Wealth Management

Succession Planning: 8 Steps to Successfully Sell Your Business

Teresa Michaels, CFP®

Jul 7, 2025

Our Services

Our Specialized Practice Groups

Our Specialized Practice Groups (SPGs) enhance client service through in-depth expertise in key financial areas.

Financial Autonomy

Focusing on strategic thinking, implementation, and communication, Financial Autonomy looks at what can be done, and be done better. Empowering the advisory team with the resources they need to provide an uncommon client experience and relationship. Inspiring clients to create the disciplines to achieve, and freedom to enjoy, a positive return on life.

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Illiquid Assets

Our purpose is to be a source of valuable information to other advisors as well as a resource for our clients. We add value and differentiate ourselves from other firms by being trusted advisors on the often overlooked illiquid assets like real estate, business ownership, career, personal network, mineral rights, collections, and we are committed to continuing to expand our knowledge base as the world of illiquid assets continues to evolve.

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Risk Management

To be a source of knowledge to advisors regarding ways to mitigate risk in clients’ overall investment strategies and financial lives, and to maintain a master list of risk management resources.

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Tax & Legacy

Our purpose is to educate and equip advisors with the most current knowledge, tools, and best practices to proactively spot opportunities to save taxes and improve estate plan design for our clients within the framework of their broader goals and objectives.

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The Savvy

In 2023, we were so proud to launch “The Savvy – A Society of Women Pursuing Their Ideal Life.” With this initiative, we are striving to be a resource for women, providing information, tools, and community.

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Connecting Money & Meaning

Recent Insights

Using a Trust to Preserve Wealth

Waiting for Godot – After a Spring Tariff Scare and Heightened Uncertainty, Does Bad News Await Us in the Second Half?

5 Psychological Benefits of Financial Freedom

Succession Planning: 8 Steps to Successfully Sell Your Business