Washington, D.C. Metro

Washington, D.C. Metro

Washington, D.C. Metro

Phone

(240) 813-1300

Fax

(240) 465-0228

Address

9841 Washingtonian Blvd.
Suite #380
Gaithersburg, MD 20878
Get Directions

Overview

Late in 2013, McKinley Carter acquired Yellowwood Financial and established this new office in the Washingtonian Center complex in Gaithersburg, Maryland. Serving the DC Metro area, this team of advisors works across the firm's service lines of individual and family wealth management, retirement plan services, and nonprofit advisory services.

Bringing decades of finance and accounting experience to the firm, the DC Metro team is a valuable resource regarding federal and state taxes, including income, estate/inheritance, real estate, and other taxes. Further, they have proven to be a source of knowledge to all advisors about ways to be tax-sensitive or tax-aware to clients' unique situations.

The Gaithersburg team supports and volunteers for several local and national organizations, including Manna Food Center in Gaithersburg, Martha's Table in Washington, D.C., Stepping Stones in Rockville, MD, March of Dimes, Pancreatic Cancer Action Network, and the Cub Scouts and Girls Scouts.

The Washington, D.C. Metro Team

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