Our leadership, expertise, and support empower families, businesses, and non-profit organizations to take great care of their total financial situation – now and in the future.

Take our Financial Practices Self-Assessment Survey to see if you are taking the best possible care of your financial future.

How can McKinley Carter help you?

Our unique configuration of core, complex, and executive financial services can help you manage your financial assets to manage the threats, honor the obligations, and maximize the opportunities around you -- now and in the future.

More specifically, we can help you:

  • Assess how “on track” you are to earn and accumulate the assets needed to live what you consider to be a good life.
  • Design a strategy to manage your liquid investments that provides the tax-efficient growth you need without exposing you to drops in value that will disrupt your situation.
  • Take the best possible care of your real estate and/or business holdings.
  • Craft career strategies to take care of your financial needs that are aligned with what you enjoy and do well.
  • Take steps to help your adolescent and adult children and grandchildren educate themselves and develop practices to support their own financial success.
  • Evaluate ways to structure your assets to help the organizations and causes you care most about.
  • Manage life situations that significantly alter your financial situation, such as marriage, birth of a child, death of a loved one, divorce, disability, and job changes.
  • Handle the many ongoing tasks and period projects involved in taking the best possible care of your total financial situation.

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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.”

Read the announcement ›

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